Mark Mohtashemi is a CFP-designated registered investment advisor at Morgan Stanley, based in Garden City, 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
1200 Franklin Avenue, 2nd Floor, Garden City, NY, 11530
Get directionsHistory
Regulatory History
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 →Other Business Activities
Mark is a member of Harbor Capital Associates, LLC, a real estate investment company, since 2010, but currently has no real estate investments. He is also a managing member of 524 Adams LLC (real estate) and a trustee/co-trustee of a trust, dedicating minimal time to these activities.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Morgan Stanley
State Registrations41 states
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.