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Series 63, Series 66
Cherry Hill, NJ
Morgan Stanley
Lyle Feld is a financial advisor at Morgan Stanley in Cherry Hill, NJ, holding Series 63 and Series 66 registrations with 18 years of industry experience. He has been with Morgan Stanley Smith Barney since 2012. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services supported by firm-approved tools and investment models.
Series 63
Cherry Hill, NJ
Morgan Stanley
Diane Roberts is a financial advisor at Morgan Stanley with 35 years of industry experience. She holds a Series 63 designation and has been with Morgan Stanley since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning using structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.
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