GY
CFP
GY
CFP
Golan Yehuda is a CFP-designated registered investment advisor at Morgan Stanley, based in New York, 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
One Penn Plaza, 43rd Floor, New York, NY, 10119
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Regulatory History (1)
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Customer Dispute
May 2010Withdrawn
Employment History
Current Registrations
Morgan Stanley
June 2021 - Present · 4 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.Broker
May 2009 - June 2009 · 1 mo
Wachovia Securities, LLCBroker
May 1998 - May 2009 · 11 yrs
Barington Capital Group, L.P.Broker
April 1998 - May 1998 · 1 mo
D. H. Blair & CO., INC.Broker
January 1998 - April 1998 · 3 mos
State Registrations31 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.