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Erim Gurlemis

Morgan Stanley

New York, NY

CRD 7710633

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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:

Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2023-06-01
NY RA APPROVED 2023-05-31
  • NJ RA
    APPROVED
    Since 2023-06-01
  • NY RA
    APPROVED
    Since 2023-05-31

Branch Locations

1 New York Plaza Corp Equity Solutions & Annuities/Insurance Review, New York, NY 10004 • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley New York NY 04/2023 Present
Return On Focus Hamilton NJ 07/2022 03/2023
Rutgers University New Brunswick NJ 09/2018 05/2022
School New York NY 01/2013 09/2018
  • 04/2023 → Present
    Morgan Stanley
    New York, NY
  • 07/2022 → 03/2023
    Return On Focus
    Hamilton, NJ
  • 09/2018 → 05/2022
    Rutgers University
    New Brunswick, NJ
  • 01/2013 → 09/2018
    School
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-05-31
  • S66 Uniform Combined State Law Examination
    2023-05-31

View on SEC IAPD

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