Harrison L Rosenfeld

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

• 01/2024 → Present
  Morgan Stanley
  New York, NY
• 07/2017 → 08/2017
  Fiber Industries
  Darlington, SC
• 07/2018 → 08/2018
  Thompson Construction Group
  Sumpter, SC
• 06/2019 → 08/2020
  Off Tracks Ice Cream
  Charleston, SC
• 09/2020 → 07/2021
  Halls Chophouse
  Columbia, SC
• 08/2019 → 05/2023
  University Of South Carolina
  Columbia, SC
• 05/2023 → 01/2024
  Self Emplyed
  New York, NY
• 09/2015 → 06/2019
  Millbrook School
  Millbrook, NY

Other Businesses

*582099 - DJ; Investment Related - Yes; New York, New York; Art/Culture; Sole Proprietor/Owner(Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 11/2021; During Business Hours: 0; After Business Hours: 10; DJ

Exams

• S66 Uniform Combined State Law Examination
  2025-01-17
• S63 Uniform Securities Agent State Law Examination
  2024-03-08