Morgan Stanley Distribution, Inc.

Broker-DealerFINRA MemberEst. 1992
Total AUM
—
Advisory reps
271
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 a corporate entity registered with the SEC in 1992 and classified as an investment bank. The FINTRX snapshot identifies its owner type as a combination of a domestic entity and an individual. Key operational fields in the profile—fee structure, explicit business or advisory activities, and client segmentation—are not populated in the available record. The firm is flagged as not serving as a capital allocator and is not identified as an active ESG investor. It is also not listed as a multi-state adviser, not a pension consultant, and not a related adviser in the provided data. Those negative designations, together with the lack of published advisory detail, point to a limited public profile focused on distribution-related corporate functions rather than retail advisory or wealth-management product allocation.

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 6
  • James Caron

    James Caron

    Chief Investment OfficerCRD 2332478

  • Boris Lerner

    Boris Lerner

    Chief Risk OfficerCRD 4282357

  • Deborah Benzel

    Deborah Benzel

    COOCRD 4441338

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Contacts

3 of 265
  • 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

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth