Jamie Goldgrub is a registered investment advisor at Morgan Stanley, based in New York, NY, with 14 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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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.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
January 2025 - Present · 1 yr 6 mos
Morgan StanleyBroker
January 2025 - Present · 1 yr 6 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2019 - January 2025 · 5 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2019 - January 2025 · 5 yrs 10 mos
National Asset Management, INC.
August 2016 - March 2019 · 2 yrs 7 mos
National Securities CorporationBroker
July 2016 - March 2019 · 2 yrs 8 mos
RBC Capital Markets, LLC
May 2014 - February 2016 · 1 yr 9 mos
RBC Capital Markets, LLCBroker
April 2014 - February 2016 · 1 yr 10 mos
The Gms Group, LLCBroker
July 2012 - April 2014 · 1 yr 9 mos
Morgan Stanley Smith Barney LLC
February 2012 - July 2012 · 5 mos
Morgan Stanley Smith BarneyBroker
February 2012 - July 2012 · 5 mos
Morgan Stanley Smith BarneyBroker
September 2011 - November 2011 · 2 mos
Arjent LLCBroker
October 2010 - May 2011 · 7 mos
State Registrations43 states
ALAZCACOCTDCDEFLGAHIIDILINKSKYMAMDMEMIMNMOMTNCNHNJNMNVNYOHOKORPARISCTNTXUTVAVTVirgin IslandsWAWIWY
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Exams
No exam information available for this advisor.