Grant Laffey

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

• 08/2025 → Present
  Morgan Stanley
  New York, NY
• 05/2023 → 08/2023
  Steel Equities
  Islip, NY
• 06/2020 → 08/2020
  Berkshire Hathaway Homes Services
  Ny, NY
• 06/2024 → 08/2024
  Morgan Stanley
  New York, NY
• 08/2021 → 05/2025
  Univeristy Of Wisconsin-Madison
  Madison, WI
• 09/2017 → 06/2021
  Cold Spring Harbor Hs
  Lloyd Harbor, NY
• 09/2015 → 06/2017
  Junior High
  Lloyd Harbor, NY
• 09/2011 → 06/2017
  Lloyd Harbor Elementary
  Lloyd Harbor, NY

Other Businesses

*657012 - SOSTATE; Investment related: No; Lloyd Harbor, New York; Technology ; Co-Founder (proprietor, partner, officer, director, employee, trustee, agent); 06/2025; During business hours: 0; After business hours: 15; Business Development/Growth

Exams

• S66 Uniform Combined State Law Examination
  2025-07-05