JT
JT

John Traynor

5 Years of Experience
Melville, NY
1 DisclosureBroker

John Traynor is a registered investment advisor at Morgan Stanley, based in Melville, NY, with 5 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

58 South Service Road, Suite 400, Melville, NY, 11747

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History

Regulatory History (1)
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Criminal
September 2006
Final Disposition
Employment History
Current Registrations
Morgan Stanley
November 2025 - Present · 6 mos
Morgan StanleyBroker
October 2025 - Present · 7 mos
Previous Registrations
Northwestern Mutual Investment Services,llc
June 2018 - December 2019 · 1 yr 6 mos
Northwestern Mutual Investment Services, LLCBroker
June 2018 - December 2019 · 1 yr 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2017 - May 2017 · 1 mo
Jefferies Investment Advisers, LLC
May 2016 - February 2017 · 9 mos
Jefferies LLCBroker
April 2016 - February 2017 · 10 mos
UBS Financial Services INC.
August 2013 - May 2016 · 2 yrs 9 mos
UBS Financial Services INC.Broker
June 2013 - May 2016 · 2 yrs 11 mos
State Registrations1 state
NY
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.