New York, NY New York Plaza Office

Team
Updated today

Client AUM

$1,772,977,986,826

Clients

2,644,338

Advisors

122

Of 23,178 advisors across 1,024 offices

Location

1 New York Plaza, Wm Ops

New York NY 10004

Advisors at this office

122

Advisors at this office

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Anthony D

Series 66

New York, NY

Morgan Stanley

Anthony De Lillo is a financial advisor at Morgan Stanley with six years of industry experience and a Series 66 designation. Before joining Morgan Stanley, he worked at Hightower Advisors and Equitable, among other firms. Outside of finance, he has experience in entrepreneurship through his involvement with The Taco Project Restaurant. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by firm-approved tools and does not provide individual security recommendations as part of its standalone planning program.

General estate planning guidance
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Raven N

Series 66

New York, NY

Morgan Stanley

Raven Norton is a financial advisor at Morgan Stanley with six years of industry experience. She holds the Series 66 credential and has worked at Morgan Stanley Smith Barney LLC since 2019. Prior to that, she held positions at Ruder Finn and FleishmanHillard, as well as attended the University of North Carolina at Chapel Hill. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.

General estate planning guidance
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Michael C

Series 66

New York, NY

Morgan Stanley

Michael Colasurdo is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation and three years of industry experience. Prior to joining Morgan Stanley in 2018, he worked for Mulberry Street Italian Food Center for eight years. Outside of his advisory role, he is a partner in a property management business. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by proprietary tools and analyses.

General estate planning guidance
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Charles S

Series 63, Series 66

New York, NY

Morgan Stanley

Charles Sams is a financial advisor at Morgan Stanley in New York, NY, with 10 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at JP Morgan Chase Bank, JP Morgan Securities, Mass Mutual, and Primerica. Sams serves as a board member for Living Faith Ministries, a nonprofit organization. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets through a structured planning process that incorporates firm-approved tools and research models.

General estate planning guidance
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Danielle D

Series 66

New York, NY

Morgan Stanley

Danielle Dimitriou is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation and 15 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2016. 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 that utilizes structured discovery conversations and firm-approved tools to help model client outcomes.

General estate planning guidance
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Namazzi C

Series 63, Series 65

New York, NY

Morgan Stanley

Namazzi Challenger is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 licenses and having four years of industry experience. Prior to joining Morgan Stanley in 2022, Challenger worked at Carvel and held various other roles including positions at Kroger and Nordstrom Rack. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to both individual and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured discovery processes and firm-approved tools to support financial planning.

General estate planning guidance
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Siena P

Series 66, Series 63

New York, NY

Morgan Stanley

Siena Pike is a financial advisor at Morgan Stanley in New York, NY, with four years of industry experience. She holds the Series 66 and Series 63 certifications. Her prior roles include positions at the Italy-America Chamber of Commerce and the United Nations Population Fund (UNFPA). Morgan Stanley Wealth Management serves both individual and institutional clients, offering customized financial planning and investment advisory services supported by structured planning tools and a broad range of investment programs.

General estate planning guidance
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Michael S

Series 63

New York, NY

Morgan Stanley

Michael Sroga is a financial advisor at Morgan Stanley in New York, NY, with 16 years of industry experience. He holds the Series 63 designation and previously worked at Jefferies LLC and Needham & Company, LLC. He has been with Morgan Stanley since 2020. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

General estate planning guidance
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Everardo R

Series 66, Series 63

New York, NY

Morgan Stanley

Everardo Reyes is a financial advisor at Morgan Stanley with nine years of industry experience. He has previously worked at JPMorgan Securities LLC and AXA Advisors, LLC. Reyes holds Series 66 and Series 63 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a variety of advisory programs and tailored financial planning supported by firm-approved tools and modeling techniques.

General estate planning guidance
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Paul S

Series 66

New York, NY

Morgan Stanley

Paul St. Amour is a financial advisor at Morgan Stanley with 19 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2019 and previously spent 13 years at Merrill. Outside of his advisory role, he serves as treasurer for a condominium association in New Jersey. 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 and financial planning services, utilizing structured planning tools and modeling techniques to support client planning needs.

General estate planning guidance
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Emily S

Series 63, Series 66

New York, NY

Morgan Stanley

Emily Stark is a financial advisor at Morgan Stanley with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Smith Barney LLC since 2020. Prior to that, she was employed at JPMorgan Securities, LLC and JPMorgan Chase Bank, N.A., as well as having experience outside finance with Island House Restaurant and Marina and St. Mary's College of Maryland. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs structured planning tools and modeling techniques for its financial planning services and manages approximately $2.74 trillion in client assets.

General estate planning guidance
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Justin Z

Series 66

New York, NY

Morgan Stanley

Justin Zelen is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at WallachBeth Capital and Maxim Group. Outside of his advisory work, he is involved as a partner in a marketing enterprise called YZ Enterprise. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

General estate planning guidance
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Ciara F

Series 66

New York, NY

Morgan Stanley

Ciara Frawley is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with four years of industry experience. She has worked at Morgan Stanley since 2021 after completing her education at Cornell University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients through a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee.

General estate planning guidance
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An Qi L

Series 65, Series 63

New York, NY

Morgan Stanley

An Qi Li is a financial advisor at Morgan Stanley in New York, NY, holding Series 65 and Series 63 licenses with seven years of industry experience. Prior to joining Morgan Stanley in 2021, Li worked at Univest Securities, Transamerica Financial Advisors, and World Financial Group. Outside of advisory roles, Li is involved with WUT Group Corp (Weunited Team), an insurance business, and continues to have ties with World Financial Group as a contractor. Morgan Stanley Wealth Management provides advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and combines a range of services, including estate planning strategies and various investment products.

General estate planning guidance
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Leith B

Series 63, Series 65

New York, NY

Morgan Stanley

Leith Bakhit is a financial advisor at Morgan Stanley in New York, NY, holding Series 63 and Series 65 designations with eight years of industry experience. Prior to joining Morgan Stanley in 2022, he worked at Pruco Securities, LLC, Compunnel Inc, and deVere USA. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and firm-approved tools, including investment modeling and scenario analysis.

General estate planning guidance
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