Lindsay G Boitel

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Current Employers

Morgan Stanley

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

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2025-08-20
TX	RA	APPROVED	2019-01-07
NJ	RA	APPROVED	2018-07-25

FL RA
APPROVED

Since 2025-08-20
TX RA
APPROVED

Since 2019-01-07
NJ RA
APPROVED

Since 2018-07-25

Branch Locations

20807 Biscayne Boulevard 5Th&6Th Floor, Aventura, FL 33180 • United States

340 Mount Kemble Avenue, Morristown, NJ 07960 • 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

Organization	City	State	From	To
Morgan Stanley Smith Barney Llc	Morristown	NJ	03/2018	08/2018
Long Hill Township Public Schools	Stirling	NJ	09/2016	Present
Unemployed	N/A	NJ	01/2008	09/2016
Morgan Stanley Private Bank, N.A.	New York	NY	08/2018	Present
Morgan Stanley Smith Barney Llc	Morristown	NJ	08/2018	Present

03/2018 → 08/2018

Morgan Stanley Smith Barney Llc

Morristown, NJ
09/2016 → Present

Long Hill Township Public Schools

Stirling, NJ
01/2008 → 09/2016

Unemployed

N/A, NJ
08/2018 → Present

Morgan Stanley Private Bank, N.A.

New York, NY
08/2018 → Present

Morgan Stanley Smith Barney Llc

Morristown, NJ

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2018-07-20

S66 Uniform Combined State Law Examination

2018-07-20

Other Names

Lindsay Goldstein
Lindsay R Goldstein

View on SEC IAPD

Other Firms

UNISON ASSET MANAGEMENT LLC

EPIPHANLY ADVISORY, LLC

CORAL WEALTH MANAGEMENT, LLC

PINNACLE INVESTMENTS, LLC

LPL FINANCIAL LLC

J.P. MORGAN SECURITIES LLC

KAILIX ADVISORS LLC

1818 PRIVATE CLIENT GROUP, LLC

Other Investors

DIEGO P MOSCOSO

KEVIN RICARDO SHURLAND

JOSE MIGUEL PENA

CARLOS EUGENIO LOWELL

GABRIEL CEBALLOS

MANUEL M. MENDEZ

Other Offices

UNISON ASSET MANAGEMENT LLC · AVENTURA, FL

EPIPHANLY ADVISORY, LLC · AVENTURA, FL

CORAL WEALTH MANAGEMENT, LLC · MIAMI, FL

PINNACLE INVESTMENTS, LLC · MIAMI, FL

LPL FINANCIAL LLC · AVENTURA, FL

J.P. MORGAN SECURITIES LLC · AVENTURA, FL

KAILIX ADVISORS LLC · AVENTURA, FL

1818 PRIVATE CLIENT GROUP, LLC · AVENTURA, FL

More in Aventura, FL

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