Jeffrey Moro, financial advisor Utica NY
93 score

Jeffrey Moro

CRD Number: 5605962
Current Firm: Morgan Stanley

Jeffrey Moro (CRD# 5605962) is an Investment Advisor Representative working at Morgan Stanley in Utica, NY and has over 6 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 Utica, NY Jul 2013 - Current 3
Blue Ocean Strategic Capital Syracuse, NY Jul 2012 - Jul 2013 1
Morgan Stanley Smith Barney Utica, NY Aug 2010 - Jul 2012 1
Pride Technologies Utica, NY May 2010 - Aug 2010 < 1
Bright House Networks East Syracuse, NY Feb 2010 - May 2010 < 1
Suny Insitute Of Technology Utica, NY Aug 2008 - Dec 2009 1
Onondaga Community College Syracuse, NY Sep 2007 - Jul 2008 < 1
Dicks Sporting Goods Camillus, NY Sep 2007 - Dec 2007 < 1
St. John Fisher College Rochester, NY Sep 2006 - Jun 2007 < 1
Sun 7 And More Syracuse, NY Mar 2004 - Aug 2006 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2010
Contact Info for Jeffrey D. Moro
Phone Number: 914-225-5510
Registered State(s):
  • NJ
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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