Gabriel M Grossman

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2008 → 04/2017
  Merrill Lynch, Pierce, Fenner And Smith Incorporated
  Garden City, NY
• 05/2013 → 04/2017
  Bank Of America, N.A.
  New York, NY
• 04/2017 → Present
  Morgan Stanley
  Garden City, NY
• 05/2017 → Present
  Morgan Stanley Private Bank, National Association
  Mew York, NY

Previous Registrations

• 2013-02-06 → 2017-05-03
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Garden City, NY
  New York, NY

Other Businesses

*615960 - Shop Ambitionist LLC; Investment related: Yes; New York, New York; Retail/Online Stores; spouse of owner (proprietor, partner, officer, director, employee, trustee, agent); 11/2019; During business hours: 0; After business hours: 1; Administrative

Exams

• S66 Uniform Combined State Law Examination
  2013-02-05

Designations

• Certified Financial Planner

Other Names

• Gabriel Merrill Grossman
• Gabriel Merrill Grossman
• Gabriel Grossman