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Theodore C Gelb

Morgan Stanley

Purchase, NY

CRD 7594370

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Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-03-02
  • NY RA
    APPROVED
    Since 2026-03-02

Branch Locations

2000 Westchester Ave (Home Office), Purchase, NY 10577 • 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
J. P. Morgan Securities Llc New York NY 06/2022 06/2024
Jpmorgan Chase Bank New York NY 06/2022 04/2024
Syracuse University Syracuse NY 08/2018 05/2022
Unemployed Weston MA 05/2012 07/2018
Morgan Stanley Purchase NY 09/2024 Present
  • 06/2022 → 06/2024
    J. P. Morgan Securities Llc
    New York, NY
  • 06/2022 → 04/2024
    Jpmorgan Chase Bank
    New York, NY
  • 08/2018 → 05/2022
    Syracuse University
    Syracuse, NY
  • 05/2012 → 07/2018
    Unemployed
    Weston, MA
  • 09/2024 → Present
    Morgan Stanley
    Purchase, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-02-27
S63 Uniform Securities Agent State Law Examination 2022-12-19
  • S66 Uniform Combined State Law Examination
    2026-02-27
  • S63 Uniform Securities Agent State Law Examination
    2022-12-19
Other Names
  • Teddy Gelb
  • Theodore Gelb

View on SEC IAPD

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