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Gregory S Markel

Morgan Stanley

Boston, MA

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-03-31
CT RA APPROVED 2021-02-02
  • TX RA
    APPROVED
    Since 2021-03-31
  • CT RA
    APPROVED
    Since 2021-02-02

Branch Locations

28 State Street 26Th Floor, Boston, MA 02109 • 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
OrganizationCityStateFromTo
A.R. Schmeidler & Co., Inc. New York NY 11/2012 11/2016
Unemployed Westport CT 12/2016 03/2018
Holly Street Wealth Advisors Pasadena CA 03/2018 09/2018
Strategy Asset Managers, Llc Woodcliff Lake NJ 03/2018 01/2020
Morgan Stanley Boston MA 12/2020 Present
Unemployed Westport CT 01/2020 12/2020
  • 11/2012 → 11/2016
    A.R. Schmeidler & Co., Inc.
    New York, NY
  • 12/2016 → 03/2018
    Unemployed
    Westport, CT
  • 03/2018 → 09/2018
    Holly Street Wealth Advisors
    Pasadena, CA
  • 03/2018 → 01/2020
    Strategy Asset Managers, Llc
    Woodcliff Lake, NJ
  • 12/2020 → Present
    Morgan Stanley
    Boston, MA
  • 01/2020 → 12/2020
    Unemployed
    Westport, CT
Previous Registrations
  • 2018-04-10 → 2020-01-03
    Strategy Asset Managers L.L.C.
    Woodcliff Lake, NJ
  • 2018-03-20 → 2018-09-11
    Holly Street Wealth Advisors
    Pasadena, CA
    Woodcliff Lake, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-03-09
S63 Uniform Securities Agent State Law Examination 2014-01-31
  • S66 Uniform Combined State Law Examination
    2021-03-09
  • S63 Uniform Securities Agent State Law Examination
    2014-01-31
Designations
Other Names
  • Gregory Scott Markel
  • Gregory Markel
  • Greg Markel

View on SEC IAPD

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Other Offices

COHERE CAPITAL · BOSTON, MA
BAYPINE HOLDINGS LP · BOSTON, MA
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA
LONGWOOD MANAGEMENT LLC · BOSTON, MA
ADVENT INTERNATIONAL, L.P. · BOSTON, MA
NEW HERITAGE CAPITAL, LLC · BOSTON, MA
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC · BOSTON, MA
NEWPATH MANAGEMENT, L.P. · BOSTON, MA

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