Gregory Werchanowskyj, financial advisor Tuscaloosa AL
93 score

Gregory Werchanowskyj

CRD Number: 5450562
Current Firm: Morgan Stanley

Gregory Werchanowskyj (CRD# 5450562) is an Investment Advisor Representative working at Morgan Stanley in Tuscaloosa, AL and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Current 1
Morgan Stanley Smith Barney Birmingham, AL Jun 2011 - Current 5
State Farm Vp Management Corp. Birmingham, AL Oct 2008 - May 2011 2
State Farm Insurance Birmingham, AL Oct 2008 - May 2011 2
State Farm Insurance Bessemer, AL Nov 2007 - Sep 2008 < 1
State Farm Vp Management Corp. Bessemer, AL Nov 2007 - Sep 2008 < 1
Restore Medical Inc. Birmingham, AL Oct 2006 - Nov 2007 1
Zimmer Dental Birmingham, AL Mar 2003 - Sep 2006 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2008
S65 NASAA Investment Advisors Law Examination Oct 2011
Contact Info for Gregory J. Werchanowskyj
Phone Number: 914-225-5510
Registered State(s):
  • AL
  • TX
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
93
Clean Record
This advisor has a clean track record with regulators.

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