Michael Frank Greenstone

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2017-03-31
NJ	RA	APPROVED	2017-03-20
TX	RA	APPROVED_RES	2017-03-20

Branch Locations

115 W Century Rd, Paramus, NJ 07652 • United States

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

Organization	City	State	From	To
Morgan Stanley & Co. Incorporated	Ridgewood	NJ	02/2009	03/2017
Morgan Stanley Smith Barney	Ridgewood	NJ	06/2009	03/2017
Morgan Stanley Private Bank, National Association	New York	NY	01/2015	03/2017
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Glen Rock	NJ	03/2017	Present
Bank Of America, N.A.	Glen Rock	NJ	05/2017	Present

02/2009 → 03/2017

Morgan Stanley & Co. Incorporated

Ridgewood, NJ
06/2009 → 03/2017

Morgan Stanley Smith Barney

Ridgewood, NJ
01/2015 → 03/2017

Morgan Stanley Private Bank, National Association

New York, NY
03/2017 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Glen Rock, NJ
05/2017 → Present

Bank Of America, N.A.

Glen Rock, NJ

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1995-01-25
S63	Uniform Securities Agent State Law Examination	1980-06-04