Gregg
Cuvin

Morgan Stanley

CRD#3099226
Investment Advisor
in New York, NY
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About this Advisor

Gregg Cuvin is a certified financial planner based in New York, New York. Currently a registered investment advisor at Morgan Stanley, Cuvin has 11 years of professional experience. Cuvin has Series 63 and Series 65 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. Cuvin can serve clients in Connecticut, Texas and Virginia. The advisor has gained experience at Morgan Stanley & Co., Inc, Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Morgan Stanley is headquartered in New York, New York, and has 702 other locations throughout the nation. In total, Morgan Stanley oversees $735 billion in assets throughout 1,724,668 accounts and employs more than 26,000 people. The level of assets currently under the firm's management makes it one of the biggest firms in the nation. The firm manages 1,070,823 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. None of the investment firm's 1,724,668 clients are deemed high-net-worth individuals, who are defined as investors who have more than $1 million in investable assets. Morgan Stanley can offer 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. The firm may charge clients asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

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

522 5Th Avenue
New York, NY 10036

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Morgan Stanley Brokerage Details

Total Assets Under Management

$735,294,335,666

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

26,000

NY Average: 88
Total Number of Accounts

1,724,668

NY Average: 3,892
Average Account Size

$426,340

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

Gregg Cuvin Work History

Gregg has 11 years of experience.

2015 - Present (4 years)

Morgan Stanley Private Bank, N.A

2009 - Present (10 years)

Morgan Stanley Smith Barney LLC

2007 - 2009 (2 years)

Morgan Stanley & Co., Inc

Disclosures

Gregg Cuvin has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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