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Brian C
Series 63, Series 66
New York, NY
Morgan Stanley
Brian Chaszar is a financial advisor at Morgan Stanley with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley and Morgan Stanley Private Bank since 2020. His prior experience includes roles at ALPS Distributors, Inc. and Stone Harbor Investment Partners LP. Outside of his advisory work, he serves on the finance committees of The Judy Black Memorial Park and Gardens and the Citizens' Committee for Children of New York. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and offers a broad range of investment products and services.
Michael G
Series 66
New York, NY
Morgan Stanley
Michael Geisser is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 credential and 11 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2014, including Morgan Stanley Private Bank since 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and investment research. The firm manages approximately $2.74 trillion in client assets and offers services directly to individuals as well as through Corporate Financial Planning agreements.
John Z
Series 63
New York, NY
Morgan Stanley
John Zaro is a financial advisor with Morgan Stanley in New York, NY, holding a Series 63 designation and bringing 20 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, alongside earlier experience at Citigroup Global Markets starting in 2005. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning processes incorporating tools such as Monte Carlo simulations and Secular Return Estimates.
Celia K
Series 63
New York, NY
Morgan Stanley
Celia Khaleel is a financial advisor at Morgan Stanley with 26 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009 and holds a Series 63 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.
Nelly B
Series 66
New York, NY
Morgan Stanley
Nelly Berkovskaya is a Series 66-credentialed financial advisor with Morgan Stanley in New York, NY, and has 13 years of industry experience. She has been with Morgan Stanley and its Private Bank division since 2015. Outside of her advisory role, she is a sole proprietor of a rental property in San Francisco. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools along with market modeling techniques as part of its financial planning process.
Daniela B
Series 63, Series 66
New York, NY
Morgan Stanley
Daniela Branchinelli is a financial advisor at Morgan Stanley with Series 63 and Series 66 credentials and four years of industry experience. She has worked at Morgan Stanley since 2021, including her current role at Morgan Stanley Private Bank, N.A. since 2024. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and tailored financial planning supported by structured discovery tools and utilizes firm-approved models such as Monte Carlo simulations and Secular Return Estimates.
Joseph M
Series 63, Series 66
New York, NY
Morgan Stanley
Joseph Morandi is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market scenario modeling.
Franck K
Series 63, Series 66
New York, NY
Morgan Stanley
Franck Kunganzi is a financial advisor at Morgan Stanley in New York, NY, with 11 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Morgan Stanley since 2018, following prior roles at JPMorgan Securities LLC. In addition to his advisory work, he owns UNYVERS3 Music Publishing, LLC, a business focused on protecting music compositions, finding commercial placements, and managing royalties. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques.
Tariq E
CFP®, Series 63, Series 66
New York, NY
Morgan Stanley
Tariq Evans is a CFP® professional with 19 years of industry experience, currently serving at Morgan Stanley in New York, NY. He has worked at Morgan Stanley Private Bank, National Association since 2017 and previously spent a decade at The Vanguard Group. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and operates both as an investment adviser and broker-dealer.
Abu J
Series 66
New York, NY
Morgan Stanley
Abu Joy is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 credential and seven years of industry experience. He previously worked at The PNC Financial Services Group, Inc. from 2015 to 2017 before joining Morgan Stanley in 2017. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools together with broad retail and institutional offerings.
Joseph A
Series 63
New York, NY
Morgan Stanley
Joseph Abuin is a financial advisor with Morgan Stanley in New York, NY, holding a Series 63 designation and 37 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and has worked at Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management offers advisory programs to both individual and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that utilizes proprietary tools and scenario analysis.
Peter G
Series 63, Series 66
New York, NY
Morgan Stanley
Peter Gilligan is a financial advisor at Morgan Stanley in New York, NY, with 27 years of industry experience. He has worked at Morgan Stanley since 2009 and has been with Morgan Stanley Private Bank, National Association since 2015. He holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and research.
Alexander G
Series 66
New York, NY
Morgan Stanley
Alexander Gorman is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets since 2007. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques to support its advisory services.
Macie S
Series 63, Series 65
New York, NY
Morgan Stanley
Macie Stratton is a financial advisor at Morgan Stanley with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.
Gregory M
Series 63, Series 65
New York, NY
Morgan Stanley
Gregory Meisel is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 licenses. He has 29 years of industry experience, including roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. He serves on the Finance Committee at 45 Sutton Place South. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and broader investment services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by proprietary tools and market analysis.
Joel L
Series 63
New York, NY
Morgan Stanley
Joel Lejarde is a financial advisor at Morgan Stanley with 21 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009. He holds a Series 63 designation and is based in New York, NY. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning using structured tools and modeling techniques, and manages approximately $2.74 trillion in client assets.
Samuel G
Series 66
New York, NY
Morgan Stanley
Samuel Greenberg is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley, he held roles at several firms including Brellium, David Energy, and Darktrace, and was involved in athletics-related positions at The University of Texas at Austin and Austin FC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including customized financial planning supported by firm-approved tools and methodologies.
John C
Series 63, Series 66
New York, NY
Morgan Stanley
John Carrasquillo is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 66 credentials and 35 years of industry experience. His career includes 12 years at E*TRADE Capital Management LLC and multiple periods at Morgan Stanley and Fidelity Investments. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning and utilizes structured planning tools and modeling techniques as part of its process.
Suzanne A
Series 63, Series 65
New York, NY
Morgan Stanley
Suzanne Akian is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. She has been with Morgan Stanley Private Bank since 2015 and worked at Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she is also involved as a passive investor in real estate. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate agreements.
John H
CFP®, Series 63, Series 65
New York, NY
Morgan Stanley
John Hochstrasser is a CFP® professional with 45 years of industry experience, currently with Morgan Stanley in New York, NY. He has been with Morgan Stanley since 2009 and with Morgan Stanley Private Bank, National Association since 2015. He serves on the Board of Governors and acts as Assistant Treasurer for the North Fork Country Club, a charitable private foundation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning supported by structured discovery processes and advanced modeling tools.
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