Jeffrey Smulevitz
Jeffrey Smulevitz is a registered investment advisor at Morgan Stanley, based in Short Hills, NJ, with 12 years of industry experience. Jeffrey is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
150 JFK Parkway, 2nd Floor, Short Hills, NJ, 07078
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Regulatory History (1)
Customer Dispute
March 2023Other 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
Morgan StanleyBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
J.H. Darbie & CO., INC.Broker
State Registrations38 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.
Exams
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