Jeremy Winig is a registered investment advisor at Morgan Stanley, based in Purchase, 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
Loading...
Location
2000 Westchester Avenue, Purchase, NY, 10577-2530
Get directionsHistory
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
June 2022 - Present · 4 yrs 1 mo
Morgan StanleyBroker
June 2022 - Present · 4 yrs 1 mo
Morgan Stanley
June 2022 - Present · 4 yrs 1 mo
Previous Registrations
Charles Schwab & CO., INC.
March 2019 - May 2022 · 3 yrs 2 mos
Charles Schwab & CO., INC.Broker
February 2019 - May 2022 · 3 yrs 3 mos
Charles Schwab & CO., INC.
February 2019 - March 2019 · 1 mo
Voya Retirement Advisors, LLC
October 2018 - January 2019 · 3 mos
Voya Financial Partners, LLC
July 2015 - January 2019 · 3 yrs 6 mos
Voya Financial Partners, LLCBroker
July 2015 - January 2019 · 3 yrs 6 mos
The Ayco Company,l.p.
May 2015 - June 2015 · 1 mo
Mercer Allied Company, L.P.Broker
May 2012 - June 2015 · 3 yrs 1 mo
State Registrations1 state
FL
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.