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Jeffrey Smulevitz
12 Years of Experience
Short Hills, NJ
1 DisclosureBroker
Jeffrey Smulevitz is a registered investment advisor at Morgan Stanley, based in Short Hills, NJ, with 12 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
150 JFK Parkway, 2nd Floor, Short Hills, NJ, 07078
Get directionsHistory
Regulatory History (1)
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Customer Dispute
March 2023Denied
Other Business Activities
Jeffrey is a partner at Victoria Bell LLC, a consulting firm, since January 2021. He spends about a quarter of his time on administrative, accounting, business development, customer service, and labor/service tasks.
Employment History
Current Registrations
Morgan Stanley
April 2017 - Present · 9 yrs 5 mos
Morgan StanleyBroker
April 2017 - Present · 9 yrs 5 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2014 - April 2017 · 2 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2014 - April 2017 · 2 yrs 11 mos
J.H. Darbie & CO., INC.Broker
February 2014 - April 2014 · 2 mos
State Registrations38 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.