Jeffrey Swartz is a registered investment advisor at Morgan Stanley, based in Boston, MA, with 36 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
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Assets Under Management
Fee Structure
Location
28 State Street 26th Floor, Boston, MA, 02109
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jeffrey is the sole owner of SAMZACLU LLC, a boat holding company, since 2018. He also serves as a trustee for a trust in Concord, Massachusetts, since March 2021, dedicating minimal time to each activity.
Employment History
Current Registrations
Morgan StanleyBroker
Morgan Stanley
Previous Registrations
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley Dw INC.Broker
Morgan Stanley
Morgan Stanley
Morgan Stanley Dw INC.Broker
Hibbard Brown & CO., INC.Broker
State Registrations53 states
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