Grayson Librie (CRD# 6374702) is an Investment Advisor Representative working at Morgan Stanley in Morristown, NJ and has over 9 years of experience in the finance industry. Grayson Librie has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Morgan Stanley Smith Barney LLC | Florham Park, NJ | Aug 2021 - Current | 2 |
| Bank Of America, N.a. | Yardley, PA | Jan 2019 - Aug 2021 | 2 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Yardley, PA | Dec 2018 - Aug 2021 | 2 |
| Johnson & Johnson | New Brunswick, NJ | Jun 2017 - Nov 2018 | 1 |
| Bank Of America, N.a. | Florham Park, NJ | Sep 2014 - Jun 2017 | 2 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Florham Park, NJ | Jul 2014 - Jun 2017 | 2 |
| University Of South Carolina | Columbia, SC | Jan 2014 - May 2014 | < 1 |
| University Of South Carolina | Columbia, SC | Aug 2010 - May 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2014 |
- NJ
- TX
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Total Assets Under Management1,402,426MILLIONS
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Total Number of Accounts2,405,783ACCOUNTS
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Average Account Value$582,939
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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