Best Investors
Account
Sign in
2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-01-31 |
| NY | RA | APPROVED | 2021-06-16 |
| TX | RA | APPROVED | 2009-06-01 |
Branch Locations
450 Royal Palm Way 5Th Floor, Palm Beach, FL 33480 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Palm Beach | FL | 06/2009 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | Present |
(1) Author of Privately Published Book / Non-Investment Related / Author / Start July 2018 / 0 hours devoted monthly / Writing a book on the history of Backgammon at a club in New York City. (2) *162 - The Union Club / Non-Investment Related / New York, NY / Non-Profit / Board Member, Finance Committee / Start January / 6 hours devoted monthly / 0 during business hours / Business Development/Growth, Accounting/Bookkeeping. *658 - CubeMeister; Investment Related - No; New York, New York; Real Estate; Employee(Proprietor,, Officer, Director, Employee, Trustee, Agent); 03/2022; During Business Hours: 0; After Business Hours: 2; Other (4) *51996 - MD Sherrill Foundation / Investment Related / New York, NY / Education, Health and Welfare, Children/Youth, Civic/Community, Individual Rights and Liberties, Humanitarian / Founder, Board Member / Start January 1997 / 5 hours devoted monthly / 0 during business hours / Check Signing, Funds Disbursements, Investment Decisions, Advice, Administrative. (5) *591702 - 330 Tuxedo Lane, LLC / Investment Related / West Palm Beach, FL / Real Estate / Sole Proprietor, Owner / Start June 2024 / 4 hours devoted monthly / 0 during business hours / Property Management.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-04-06 |
| S63 | Uniform Securities Agent State Law Examination | 1984-08-16 |
Reach out to this advisor