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Gregory Rooney

26 Years of Experience
Garden City, NY
Broker

Gregory Rooney is a registered investment advisor at Morgan Stanley, based in Garden City, NY, with 26 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

1200 Franklin Avenue, 2nd Floor, Garden City, NY, 11530

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History

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.

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Other Business Activities

Gregory is an investor in "The Crowd's Line," a company collecting data on professional sports, spending minimal time reading monthly updates. He is also the founder of ESG United Properties LLC, focused on rental multifamily houses in North Carolina, though no investments have been made yet. Gregory also works as an adjunct professor at Molloy University, teaching a graduate class for about 12 hours per month.

Employment History
Current Registrations
Morgan Stanley
May 2020 - Present · 6 yrs 4 mos
Morgan StanleyBroker
May 2020 - Present · 6 yrs 4 mos
Previous Registrations
Instinet, LLCBroker
June 2015 - May 2019 · 3 yrs 11 mos
Guggenheim Securities, LLCBroker
June 2013 - June 2015 · 2 yrs
Citigroup Global Markets INC.Broker
January 2010 - July 2013 · 3 yrs 6 mos
Morgan Stanley & CO., IncorporatedBroker
April 1997 - April 2008 · 11 yrs
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Gregory Rooney - Financial Advisor | TrueAdvisor