Lester Bernard Dean

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

• 09/2017 → 12/2018
  Resnick Advisors
  Weestport, CT
• 05/2017 → 09/2017
  Not Employed
  Stamford, CT
• 09/2015 → 05/2017
  Northcoast Asset Management
  Greenwich, CT
• 01/2019 → 02/2019
  Gyl Financial Synergies, Llc
  West Hartford, CT
• 07/2019 → Present
  Morgan Stanley
  Stamford, CT
• 02/2019 → 07/2019
  Unemployed
  Fairfield, CT
• 09/2019 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY

Previous Registrations

• 2019-01-02 → 2019-02-14
  Gyl Financial Synergies, Llc
  Westport, CT
• 2018-01-22 → 2019-01-02
  Resnick Advisors
  Westport, CT

Exams

• S63 Uniform Securities Agent State Law Examination
  2019-09-27
• S65 Uniform Investment Adviser Law Examination
  2018-01-22

Other Names

• Lester Dean
• Lester Bernard Dean
• Lester Bernard Dean