Jeffrey Muchnick is a registered investment advisor at Morgan Stanley, based in Jericho, NY, with 28 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
Two Jericho Plaza, Jericho, NY, 11753
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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
April 2022 - Present · 4 yrs 1 mo
Morgan StanleyBroker
April 2022 - Present · 4 yrs 1 mo
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2015 - April 2022 · 6 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2015 - April 2022 · 6 yrs 9 mos
Calamos Financial Services LLCBroker
September 2014 - April 2015 · 7 mos
Royal Alliance Associates, INC.Broker
September 2011 - August 2014 · 2 yrs 11 mos
North Ridge Securities CORP.Broker
May 2001 - September 2011 · 10 yrs 4 mos
Park Avenue Securities LLCBroker
February 2001 - June 2001 · 4 mos
Guardian Investor Services CorporationBroker
November 2000 - January 2001 · 2 mos
The Dreyfus Service CorporationBroker
December 1996 - May 2000 · 3 yrs 5 mos
Continental Broker-Dealer CORP.Broker
June 1996 - February 1997 · 8 mos
Gaines, Berland INC.Broker
May 1996 - May 1996 · 0 mos
State Registrations34 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.