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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-09-02 |
| PA | RA | APPROVED | 2025-07-31 |
| NY | RA | APPROVED | 2021-06-16 |
| TX | RA | APPROVED_RES | 2020-05-15 |
Branch Locations
2150 Highway 35 Suite 200, Sea Girt, NJ 08750 • United States
Union Dale, PA • United States
Sea Girt, NJ • United States
55 East 52Nd Street 10Th Floor, New York, NY 10055 • 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 | New York | NY | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
3. *416224 - Rental Property; Investment related - Yes; New York, New York; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 11/2020; During business hours: 0; After business hours: 0; Apartment Owner. 4.*627399 - JM Hertel LLC; Investment Related - No; Point Pleasant Beach, New Jersey; Restaurant/Bar/Nightclub; Other (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 02/2025; During Business Hours: 0; After Business Hours: 0; Other. *686730- Rental Property ; Investment related: Yes; Miami Beach, Florida; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 04/2026; During business hours: 0; After business hours: 0; Apartment Owner
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-06-04 |
| S63 | Uniform Securities Agent State Law Examination | 1989-02-16 |
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