Irwin Futernick, financial advisor Troy MI
90 score

Irwin Futernick

CRD Number: 6011095
Current Firm: Morgan Stanley

Irwin Futernick (CRD# 6011095) is an Investment Advisor Representative working at Morgan Stanley in Troy, MI and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Smith Barney LLC Birmingham, MI May 2015 - Current 1
Morgan Stanley Private Bank, National Association New York, NY May 2015 - Current 1
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - May 2015 < 1
Morgan Stanley Smith Barney LLC Birmingham, MI Dec 2011 - May 2015 3
Unemployed West Bloomfield, MI Jun 2011 - Dec 2011 < 1
Nationwide Mobile Home Parks, Inc. Westland, MI Jun 1987 - Jun 2011 24
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2012
Contact Info for Irwin K. Futernick
Phone Number: 914-225-5510
Registered State(s):
  • MI
  • UT
By the Numbers
  • Total Assets Under Management
    535,890
    MILLIONS
  • Total Number of Accounts
    1,563,538
    ACCOUNTS
  • Average Account Value
    $342,742
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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
Types of Clients
Registered States

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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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