Morgan Stanley Distribution, Inc.

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
272
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 organized as a corporation and is classified in the source data as an investment bank. The record lists the owner type as a domestic entity | individual. The firm is identified primarily in a distribution capacity rather than as a capital allocator: the data flag for capital allocator is "No." It also does not identify itself as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. There are no business-activity or advisory-activity descriptions provided in the source data, and the firm did not supply material about its investment preferences, product lineup, or client segments. The available items point to an entity that functions within a broader broker/distribution framework rather than operating as an independent asset-management boutique.

Assets & Accounts

Location & Offices

Investment profile

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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 266
  • 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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth