Isaac Paul Fried

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Current Employers

Morgan Stanley

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

Current Registrations

Authority	Category	Status	Date
DC	RA	APPROVED	2022-04-07
TX	RA	APPROVED_RES	2022-01-10
MD	RA	APPROVED	2022-01-07

DC RA
APPROVED

Since 2022-04-07
TX RA
APPROVED_RES

Since 2022-01-10
MD RA
APPROVED

Since 2022-01-07

Branch Locations

7500 Old Georgetown Road 10Th Floor, Bethesda, MD 20814 • 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
Ubs Financial Services Inc.	Bethesda	MD	06/2018	01/2022
University Of Maryland - College Park	College Park	MD	08/2014	05/2018
Wells Fargo Advisors	Washington	DC	08/2017	11/2017
Sandy Spring Builders	Bethesda	MD	06/2017	08/2017
Ubs Financial Services Inc.	Washington	DC	03/2018	05/2018
Morgan Stanley	Bethesda	MD	01/2022	Present
Morgan Stanley Private Bank, N.A	New York	NY	04/2025	Present

06/2018 → 01/2022

Ubs Financial Services Inc.

Bethesda, MD
08/2014 → 05/2018

University Of Maryland - College Park

College Park, MD
08/2017 → 11/2017

Wells Fargo Advisors

Washington, DC
06/2017 → 08/2017

Sandy Spring Builders

Bethesda, MD
03/2018 → 05/2018

Ubs Financial Services Inc.

Washington, DC
01/2022 → Present

Morgan Stanley

Bethesda, MD
04/2025 → Present

Morgan Stanley Private Bank, N.A

New York, NY

Previous Registrations

2019-01-01 → 2022-01-18

Ubs Financial Services Inc.

Bethesda, MD

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2018-12-29

S66 Uniform Combined State Law Examination

2018-12-29

Other Names

Isaac Fried

View on SEC IAPD

Other Firms

BLUE SPARROW FUNDS GP LLC

KALAMATA ASSET MANAGEMENT LLC

GLASSY MOUNTAIN ADVISORS, INC.

NOORDZEE CAPITAL LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

HIGHTOWER ADVISORS, LLC

GOLDEN WEALTH STRATEGIES

Other Investors

Brian Craig Luts

DAVID MICHAEL GREENLEIGH

JAMIE LYNN BIGSBY

Brian Hawthorne-Codato

William K McCaffrey

ALEXANDER SIDNEY JOHANNES LEVY

FREDERICK THOMAS TURNER

Other Offices

LGG FINANCIAL · BETHESDA, MD

BLUE SPARROW FUNDS GP LLC · BETHESDA, MD

KALAMATA ASSET MANAGEMENT LLC · BETHESDA, MD

GLASSY MOUNTAIN ADVISORS, INC. · BETHESDA, MD

NOORDZEE CAPITAL LLC · BETHESDA, MD

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · BETHESDA, MD

HIGHTOWER ADVISORS, LLC · BETHESDA, MD

GOLDEN WEALTH STRATEGIES · Bethesda, MD

More in Bethesda, MD

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