Jordan Grzesczyk, financial advisor New Haven CT
90 score

Jordan Grzesczyk

CRD Number: 6363978
Current Firm: Morgan Stanley

Jordan Grzesczyk (CRD# 6363978) is an Investment Advisor Representative working at Morgan Stanley in New Haven, CT and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley New Haven, CT Mar 2017 - Current 1
Bank Of America N.a. Enfield, CT Oct 2014 - Feb 2017 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated Hartford, CT Jun 2014 - Feb 2017 2
University Of Connecticut Storrs, CT Aug 2010 - May 2014 3
Elite Property LLC Southington, CT May 2013 - Oct 2013 < 1
Southington Public Schools Southington, CT Jan 2004 - Aug 2010 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2014
Contact Info for Jordan E. Grzesczyk
Phone Number: 914-225-5510
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    598,503
    MILLIONS
  • Total Number of Accounts
    1,610,240
    ACCOUNTS
  • Average Account Value
    $371,685
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 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
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, WY

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

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