GC
CFP · ChFC
GC
CFP · ChFC

Gregg Cuvin

27 Years of Experience
New York, NY
Broker

Gregg Cuvin is a CFP, ChFC-designated registered investment advisor at Morgan Stanley, based in New York, NY, with 27 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

55 East 52nd Street, 7th Floor, New York, NY, 10055

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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

Gregg volunteers his perspective on CFP investigations for the CFP Board, starting in January 2024. This activity requires minimal time and is not investment-related.

Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley Dw INC.Broker
March 2006 - April 2007 · 1 yr 1 mo
Morgan Stanley
March 2006 - April 2007 · 1 yr 1 mo
Chase Investment Services CORP.
June 2002 - March 2006 · 3 yrs 9 mos
Chase Investment Services CORP.Broker
November 2001 - March 2006 · 4 yrs 4 mos
Ids Life Insurance CompanyBroker
August 1998 - October 2001 · 3 yrs 2 mos
American Express Financial Advisors INC.Broker
August 1998 - October 2001 · 3 yrs 2 mos
State Registrations34 states
AZCACOCTDCDEFLGAILINLAMAMDMEMIMTNCNHNJNMNVNYOHOKORPARISCTXVAVTWAWIWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Gregg Cuvin - Financial Advisor | TrueAdvisor