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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
Years of Experience
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Morgan Stanley Brokerage Details
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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
Justin Epstein Work History
Justin has 12 years of experience.
Hsbc Securities (Usa) Inc
Hsbc Global Asset Management
Mbsc Securities Corporation
Allianz Global Investors Managed Accounts LLC
Allianz Global Investors Distributors LLC
Justin Epstein has no disclosures.
Please visit their SEC profile for more details.