Greg RosenCRD Number: 5421876
Current Firm: Morgan Stanley
Greg Rosen (CRD# 5421876) is an Investment Advisor Representative working at Morgan Stanley in Warren, NJ and has over 9 years of experience in the finance industry.
Cfs Investment Advisory Services LLC
Legacy Care Wealth, LLC
|Morgan Stanley Private Bank, National Association||New York, NY||Jan 2015 - Current||3|
|Morgan Stanley Smith Barney LLC||Warren, NJ||Nov 2014 - Current||3|
|Morgan Stanley Smith Barney LLC||Bedminster, NJ||Nov 2011 - Nov 2014||3|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Bridgewater, NJ||Feb 2008 - Nov 2011||3|
|Ing Financial Partners||Bridgewater, NJ||Oct 2007 - Feb 2008||< 1|
|Bradley Corrugated Box Co Inc.||Harrison, NJ||Jul 1997 - Oct 2007||10|
|Unemployed||Bridgewater, NJ||Sep 2007 - Sep 2007||< 1|
|Bradley Corrugated Box Company||Harrison, NJ||Jul 1997 - Aug 2007||10|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2008|
Total Assets Under Management535,890MILLIONS
Total Number of Accounts1,563,538ACCOUNTS
Average Account Value$342,742
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
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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