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Matthew E Bernstein

Morgan Stanley

Garden City, NY

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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-03-21
NY RA APPROVED 2025-02-20
  • TX RA
    APPROVED
    Since 2025-03-21
  • NY RA
    APPROVED
    Since 2025-02-20

Branch Locations

1200 Franklin Avenue 2Nd Floor, Garden City, NY 11530 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Great Neck NY 05/2022 05/2024
Indeed.COm New York NY 09/2018 05/2022
University Of California Los Angeles - Athletic Department Los Angeles CA 09/2010 07/2018
Unemployed Commack NY 07/2018 09/2018
Morgan Stanley Smith Barney Llc Garden City NY 05/2024 Present
  • 05/2022 → 05/2024
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Great Neck, NY
  • 09/2018 → 05/2022
    Indeed.COm
    New York, NY
  • 09/2010 → 07/2018
    University Of California Los Angeles - Athletic Department
    Los Angeles, CA
  • 07/2018 → 09/2018
    Unemployed
    Commack, NY
  • 05/2024 → Present
    Morgan Stanley Smith Barney Llc
    Garden City, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-02-20
  • S66 Uniform Combined State Law Examination
    2025-02-20

View on SEC IAPD

Other Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
ARKADIOS WEALTH ADVISORS
CETERA INVESTMENT ADVISERS LLC
BRIXTON CAPITAL WEALTH ADVISORS, LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
OSAIC WEALTH, INC.
COMMONWEALTH FINANCIAL NETWORK
LESLIE MARIE GIORDANO

Other Investors

TIMOTHY J TASSO
DAWN MARIE EGGERS
DAVID BRIAN CARPENTIER
Alexander Oliner
JULIA BATTAGLIA
Sei il im
ELLEN M CHAN
Jesse M Silver

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · GARDEN CITY, NY
ARKADIOS WEALTH ADVISORS · Garden City, NY
CETERA INVESTMENT ADVISERS LLC · Garden City, NY
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · GARDEN CITY, NY
CETERA INVESTMENT ADVISERS LLC · GARDEN CITY, NY
BRIXTON CAPITAL WEALTH ADVISORS, LLC · GARDEN CITY, NY
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · Garden City, NY
OSAIC WEALTH, INC. · GARDEN CITY, NY

More in Garden City, NY

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