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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-09 |
| NY | RA | APPROVED | 2026-07-08 |
Branch Locations
Montauk, NY • United States
Pound Ridge, NY • United States
55 East 52Nd Street 12Th Floor, New York, NY 10055 • 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 |
|---|---|---|---|---|
| Ubs Financial Services Inc. | New York | NY | 11/2013 | 11/2017 |
| Raymond James Financial Services, Inc. | New York | NY | 11/2017 | 05/2022 |
| Steward Partners Investment Advisory, Llc | Stamford | CT | 11/2017 | 07/2026 |
| Steward Partners Investment Solutions, Llc | Stamford | CT | 05/2022 | 07/2026 |
| Steward Partners Global Advisory Llc | Stamford | CT | 11/2017 | 07/2026 |
| Morgan Stanley Smith Barney Llc | New York | NY | 07/2026 | Present |
| Morgan Stanley Smith Barney Llc | Lauderdale By The Sea | FL | 07/2026 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-07-03 |
| S63 | Uniform Securities Agent State Law Examination | 1987-03-25 |
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