GG
CFP
GG
CFP

Gabriel Grossman

13 Years of Experience
New York, NY
Broker

Gabriel Grossman is a CFP-designated registered investment advisor at Morgan Stanley, based in New York, NY, with 13 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

New York, NY

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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

Gabriel's spouse owns Shop Ambitionist LLC, a retail/online store, and Gabriel assists with administrative tasks for minimal time outside of business hours. This activity is investment-related.

Employment History
Current Registrations
Morgan StanleyBroker
April 2017 - Present · 9 yrs 1 mo
Morgan Stanley
April 2017 - Present · 9 yrs 1 mo
Morgan Stanley
April 2017 - Present · 9 yrs 1 mo
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2013 - May 2017 · 4 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2013 - May 2017 · 4 yrs 4 mos
State Registrations38 states
AZCACOCTDCDEFLGAIAILINKSKYMAMDMIMNMOMSNCNHNJNMNVNYOHORPARISCSDTNTXUTVAVTWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Gabriel Grossman - Financial Advisor | TrueAdvisor