Isaac Simon is a registered investment advisor at Morgan Stanley, based in New York, NY, with 30 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
55 East 52nd Street, 12th Floor, New York, NY, 10055
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Isaac owns multiple rental properties in New Jersey and Florida, acquired between 2020 and 2022. He spends minimal time per week on these real estate activities.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
J.B. Oxford & CompanyBroker
Prudential Securities IncorporatedBroker
State Registrations33 states
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