YG
YG

Yehuda Goldfein

5 Years of Experience
Toms River, NJ
Broker

Yehuda Goldfein is a registered investment advisor at Morgan Stanley, based in Toms River, NJ, 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

1433 Hooper Avenue, Toms River, NJ, 08753

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History

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.

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Other Business Activities

Yehuda is a passive investor in several real estate properties, including Drexelbrook Apartments, Parkway Lofts Apartments, The Villas Apartments, and YDLP Investments. He dedicates minimal time to these activities and has no decision-making power.

Employment History
Current Registrations
Morgan Stanley
May 2024 - Present · 2 yrs
Morgan StanleyBroker
May 2024 - Present · 2 yrs
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2021 - May 2024 · 3 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2020 - May 2024 · 3 yrs 5 mos
State Registrations28 states
AZCACTDCDEFLGAILINMAMDMIMONCNJNVNYOHPAPRRISCTNTXUTVAVTWY
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.
Yehuda Goldfein - Financial Advisor | TrueAdvisor