Morgan Stanley Distribution, Inc.

Broker-DealerFINRA MemberEst. 1992
Total AUM
Advisory reps
269
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
30344
Registered since
April 17, 1992

Firm profile

FINTRX

Overview

Morgan Stanley Distribution, Inc. is listed as a corporation classified under the snapshot data as an investment bank and was registered with the SEC in 1992. The owner type is recorded as a domestic entity and individual. The profile data indicates the entity does not act as a capital allocator, is not identified as an active ESG investor, and is not designated as a multi-state or newly formed adviser. It also does not appear as a pension consultant or a related adviser in the provided snapshot. The combination of the “distribution” name and the attributes above is consistent with an entity focused on distribution or intermediary activity within a larger financial organization rather than acting as a standalone investment manager that takes or allocates client capital.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 5
  • James Caron

    James Caron

    Chief Investment OfficerCRD 2332478

  • Boris Lerner

    Boris Lerner

    Chief Risk OfficerCRD 4282357

  • Jarrod Quigley

    Jarrod Quigley

    Deputy Chief Investment OfficerCRD 4559309

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Contacts

3 of 264
  • Phillip Kim

    Phillip Kim

    Executive DirectorCRD 5223186

  • Leslie Delany

    Leslie Delany

    Executive DirectorCRD 5326025

  • Marielle Gallant

    Marielle Gallant

    Vice PresidentCRD 6200698

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
1585 Broadway
Time zone
ET (UTC-5)
Office locations

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