Unclaimed
Cyro Averbach is a financial advisor with Morgan Stanley. Cyro has been in the industry since 1994 and holds licenses in multiple states. Cyro has previously worked at Wells Fargo Clearing Services, LLC, Citigroup Global Markets Inc., CitiCorp Investment Services, UBS International Inc., SG Cowen Securities Corporation, Paribas Corporation, and J.P. Morgan Securities Inc. Cyro is registered with FINRA and the state of New Jersey. Cyro specializes in providing financial advice to individuals, high-net-worth individuals, corporations, investment clubs, insurance companies, charitable organizations, pension and profit-sharing plans, banking or thrift institutions, and state or municipal government entities.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation advice
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NJ
05/24/2021 - Present
Morgan Stanley (Short Hills NJ)
NY
08/11/2009 - 05/26/2021
WELLS FARGO CLEARING SERVICES, LLC (NEW YORK NY)
NY
05/29/2007 - 08/31/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
09/25/2003 - 05/29/2007
CITICORP INVESTMENT SERVICES (NEW YORK NY)
NY
08/29/2001 - 06/13/2003
UBS INTERNATIONAL INC. (NEW YORK NY)
NY
03/25/1999 - 03/07/2000
SG COWEN SECURITIES CORPORATION (NEW YORK NY)
NY
04/08/1994 - 04/01/1999
PARIBAS CORPORATION (NEW YORK NY)
NY
04/28/1992 - 03/24/1994
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
BOTH
Issued 10/02/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/16/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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