Jeremy
Puma

Morgan Stanley

CRD#4880655
Investment Advisor
in New York, NY
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About this Advisor

Jeremy Puma is a certified financial planner who works in New York, New York, with a total of 11 years of experience as a financial advisor. Puma is on the advisory team at Morgan Stanley. The advisor has gained experience at Genworth Financial Wealth Management, Capital Brokerage Corporation, Citigroup Global Markets Inc, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Morgan Stanley and Morgan Stanley Private Bank, National Association. Puma has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in Connecticut. Morgan Stanley is a financial advisory firm operating in New York, New York. The firm has offices in 702 locations and a total of 26,000 advisors. It controls $735 billion in assets under management across its 1,724,668 accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm provides financial advice to 283 charitable organizations. Morgan Stanley offers a wide assortment of services, such as 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 are based on which service is provided. Fees charged by Morgan Stanley likely consist of 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

55 East 52Nd Street 29Th Floor
New York, NY 10055

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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

Jeremy Puma Work History

Jeremy has 11 years of experience.

2015 - Present (4 years)

Morgan Stanley

2015 - Present (4 years)

Morgan Stanley Private Bank, National Association

2012 - 2015 (3 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2012 - 2015 (3 years)

Bank Of America, N.A

2011 - 2012 (1 years)

Citigroup Global Markets Inc

2007 - 2010 (3 years)

Genworth Financial Wealth Management

2007 - 2010 (3 years)

Capital Brokerage Corporation

Disclosures

Jeremy Puma has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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