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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-25 |
| NY | RA | APPROVED | 2021-06-22 |
Branch Locations
888 Veterans Memorial Highway Suite 300, Hauppauge, NY 11788 • United States
Setauket, NY • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Jericho | NY | 09/2010 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1. FEAR OF FRED; SETAUKET, NY; PARTNER; MUSIC GROUP; 15 HOURS ARE DEVOTED PER WEEK DURING NON TRADING HOURS 2. WHITE CAP REALTY LLC, OWNER; REAL ESTATE; START DATE: 05/2016; DURING BUSINESS HOURS -0 , AFTER BUSINESS HOURS- .5; INVESTMENT RELATED; SUFFOLK, NY 3. *456474 - Hay Now 23 LLC; Investment related - Yes; setauket, New York ;Recreation; Partner (proprietor, partner, officer, director, employee, trustee, agent); 09/2021; During business hours: 0; After business hours: 2; Passive investor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-23 |
| S65 | Uniform Investment Adviser Law Examination | 1997-08-08 |
| S63 | Uniform Securities Agent State Law Examination | 1987-10-06 |
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