Jay Goldstein is a registered investment advisor at Morgan Stanley, based in Stuart, FL, with 6 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
729 South West FEDERAL HIGHWAY, Suite 300, Stuart, FL, 34994
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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 StanleyBroker
April 2023 - Present · 3 yrs 3 mos
Morgan Stanley
April 2023 - Present · 3 yrs 3 mos
Previous Registrations
First Republic Investment Management, INC.
November 2022 - May 2023 · 6 mos
First Republic Securities Company, LLCBroker
October 2022 - May 2023 · 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2019 - October 2022 · 3 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2019 - October 2022 · 3 yrs 5 mos
State Registrations26 states
ALAZCACOCTDCDEFLGAIDILMAMDMEMINCNHNJNVNYOHPARISCTXVA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.