Barry Grossman is a registered investment advisor at Morgan Stanley, based in Newport Beach, CA, with 7 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
800 Newport Center Drive, Suite 500, Newport Beach, CA, 92660
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Barry owns rental property in Phoenix, Arizona since 2013. He is also a board member and treasurer for the Jewish Federation of Orange County since 2021, and a board member for the CFA Society Orange County since 2014, dedicating minimal time to each of these roles.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Vanguard Marketing CorporationBroker
State Registrations19 states
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