Jordan Dickstein is a registered investment advisor at Morgan Stanley, based in New York, NY, with 40 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B
Fee Structure
Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location
55 East 52nd Street, 12th Floor, New York, NY, 10055
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
May 2020 - Present · 6 yrs
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley
March 2014 - December 2018 · 4 yrs 9 mos
Citigroup Global Markets INC.Broker
October 2008 - June 2009 · 8 mos
UBS Financial Services INC.
February 2001 - October 2008 · 7 yrs 8 mos
UBS Financial Services INC.Broker
January 1995 - October 2008 · 13 yrs 9 mos
Kidder, Peabody & CO. IncorporatedBroker
October 1987 - January 1995 · 7 yrs 3 mos
Mfs Financial Services, INC.Broker
December 1986 - February 1988 · 1 yr 2 mos
Massachusetts Financial Services CompanyBroker
August 1985 - January 1987 · 1 yr 5 mos
First Investors CorporationBroker
July 1984 - September 1984 · 2 mos
State Registrations29 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.