Justin
Epstein

Morgan Stanley

CRD#4836784
Investment Advisor
in New York, NY
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About this Advisor

Justin Epstein is a financial advisor who works out of New York, New York, with a total of 12 years of experience as a financial advisor. Epstein works at Morgan Stanley. Epstein has gained experience at Mbsc Securities Corporation, Allianz Global Investors Managed Accounts LLC, Allianz Global Investors Distributors LLC, Hsbc Global Asset Management, Hsbc Securities (Usa) Inc and Morgan Stanley. Epstein maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Connecticut. Morgan Stanley is an advisory firm operating in New York, New York. It has offices in 702 locations and a total of 26,000 employees. It manages $735 billion in assets under management across its 1,724,668 client accounts, placing it among the largest firms in the nation by assets under management. The firm serves 283 charities and foundations. The advisory firm performs a broad range 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. A financial advisor's fees usually depend on which service is offered. Fee types billed by Morgan Stanley most likely include any combination of asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

12 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 Fifth 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

Justin Epstein Work History

Justin has 12 years of experience.

2018 - Present (1 years)

Morgan Stanley

2017 - 2018 (1 years)

Hsbc Securities (Usa) Inc

2015 - 2017 (2 years)

Hsbc Global Asset Management

2010 - 2015 (5 years)

Mbsc Securities Corporation

2006 - 2010 (4 years)

Allianz Global Investors Managed Accounts LLC

2006 - 2010 (4 years)

Allianz Global Investors Distributors LLC

Disclosures

Justin Epstein has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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