Cary Greenberg is a registered investment advisor at Morgan Stanley, based in Rochester, NY, 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
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
300 Linden Oaks, Suite 200, Rochester, NY, 14625
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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
March 2014 - Present · 12 yrs 2 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.Broker
September 1999 - June 2009 · 9 yrs 9 mos
A. G. Edwards & Sons, INC.Broker
August 1994 - September 1999 · 5 yrs 1 mo
Robert Thomas Securities, INCBroker
August 1993 - August 1994 · 1 yr
Lehman Brothers INC.Broker
August 1989 - September 1993 · 4 yrs 1 mo
State Registrations39 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.