Eshai
Gorshein

Morgan Stanley

CRD#5409459
Investment Advisor
in New York, NY
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About this Advisor

Eshai Gorshein is a financial advisor who works in New York, New York, who has been in the industry for 11 years. Gorshein currently works for Morgan Stanley. Their career trajectory has included roles at Morgan Stanley, Ubs Financial Services Inc, J.P Morgan Securities Inc, Bu Law, Ma Securities Division- Sec Of State, Nj Superior Court and Morgan Stanley Services Group Inc. Gorshein has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in New Jersey. Morgan Stanley is a financial advisory business that has its headquarters in New York, New York. The firm has offices in 702 locations and a total of 26,000 employees. It oversees $735 billion in assets between its 1,724,668 accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm serves 283 charities and foundations. The business performs a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees charged by financial advisors usually depend on which service is provided. Fees billed by Morgan Stanley can include some combination of asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees, Commissions, Others

Disclosures

No

Office Location

1633 Broadway
New York, NY 10019

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Morgan Stanley Brokerage Details

Total Assets Under Management

$729,249,310,930

NY Average: $7,464,549,021
Total Number of Employees

26,000

NY Average: 88
Total Number of Accounts

1,815,592

NY Average: 3,892
Average Account Size

$401,659

NY Average: $1,917,921

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Eshai Gorshein Work History

Eshai has 11 years of experience.

2017 - Present (2 years)

Morgan Stanley Services Group Inc

2011 - Present (8 years)

Morgan Stanley

2010 - 2011 (1 year)

Bu Law

2010 - 2011 (1 year)

Ma Securities Division- Sec Of State

2010 - 2010 (< 1 year)

Nj Superior Court

2009 - 2010 (1 year)

J.P Morgan Securities Inc

2007 - 2009 (2 years)

Ubs Financial Services Inc

Disclosures

Eshai Gorshein has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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