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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-02-08 |
| FL | RA | APPROVED | 2022-02-01 |
Branch Locations
3801 Pga Blvd Suite 801, Palm Beach Gardens, FL 33410-2757 • United States
Palm Beach Gardens, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | New York | NY | 06/2009 | 09/2018 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 09/2018 |
| Fieldpoint Private Securities, Llc | Greenwich | CT | 09/2018 | 01/2022 |
| Rbc Capital Markets, Llc | Palm Beach Gardens | FL | 01/2022 | Present |
| City National Bank | Palm Beach Gardens | FL | 03/2022 | Present |
NAME OF ENTITY: Edelstein Foundation ADDRESS: 11 East 44th Street New York, NY 10017 INVESTMENT/NOT INVESTMENT RELATED: yes; FA provides financial advice and manages all trading and cash flow for foundation. BUSINESS DESCRIPTION: Foundation CAPACITY: Owner - Active, Officer, Director, Board of Directors * START DATE: 08/30/20 DUTIES: All investment advice, execution, analysis; budgeting, cash flow, disbursements, preparing tax forms HOURS DEVOTED PER MONTH: 1 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 1
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-04-18 |
| S63 | Uniform Securities Agent State Law Examination | 1994-04-12 |
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