Reuben Birnbaum is a registered investment advisor at Morgan Stanley, based in Melville, NY, with 41 years of industry experience. Reuben is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
58 South Service Road, Suite 400, Melville, NY, 11747
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Regulatory History (1)
Customer Dispute
May 2002Other Business Activities
Reuben is the sole proprietor/owner/partner of BWM Holdings LLC, a real estate investment firm, spending minimal time on it. He also serves as a trustee/co-trustee for a trust, dedicating minimal time to this role as well.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Prudential Securities IncorporatedBroker
Painewebber IncorporatedBroker
Kidder, Peabody & CO. IncorporatedBroker
Smith Barney Shearson INC.Broker
Cowen & CO.Broker
Laidlaw Adams & Peck INC.Broker
Bear, Stearns & CO.Broker
State Registrations53 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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