Reuben Salwen Birnbaum

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

• 03/2014 → Present
  Morgan Stanley Smith Barney Llc
  Great Neck, NY
• 01/2015 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY

Previous Registrations

• 2009-08-27 → 2014-03-24
  Wells Fargo Clearing Services, Llc
  Melville, NY
  Southampton, NY
• 2000-08-31 → 2009-01-09
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Melville, NY
  Melville, NY

Other Businesses

* 376221 - BWM Holdings LLC; Investment related; New York; Real Estate Investment; Sole Proprietor / Owner / Partner (proprietor, partner, officer, director, employee, trustee, agent); Aug 2019; During business hours: 0; After business hours: 2; Financial. * 483633 - Trust; Investment related Yes; Melville, New York; Trust; Trustee/ Co- Trustee; 03/2014; During business hours: 0; After business hours: 1;

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-09-20
• S63 Uniform Securities Agent State Law Examination
  1985-07-09

Other Names

• Reuben S Birnbaum
• Reuben Birnbaum
• Reubin Salwen Birnbaum
• Reuben Birnbaum