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Gerald Lloyd Chasin

Morgan Stanley

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About Gerald Lloyd Chasin

Gerald Lloyd Chasin is a financial advisor with over 50 years of experience in the industry. Gerald Chasin is currently registered with Morgan Stanley in Jericho, NY. Previously, Gerald Lloyd Chasin was registered with UBS Financial Services Inc, Morgan Stanley & Co. Incorporated and several other firms. Gerald Lloyd Chasin is registered as an investment advisor representative in 40 states and as a broker in 41 states. Gerald Lloyd Chasin has passed the Series 65, 63, 7TO, SIE, PC and Series 1 exams.

Firm Information

Gerald Chasin is currently registered with Morgan Stanley. Morgan Stanley is a Limited Liability Company based in PURCHASE, NY, formed in 2009. They offer a wide range of advisory services, including financial planning, pension consulting, educational seminars, and selection of other advisors. Their client base includes individuals, high-net-worth individuals, investment clubs, corporations, insurance companies, investment companies, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Morgan Stanley manages approximately $10 billion to $50 billion in assets. Their website addresses are HTTP://WWW.MORGANSTANLEYCLIENTSERV.COM and HTTP://WWW.MORGANSTANLEY.COM.
Morgan Stanley

2000 WESTCHESTER AVENUE

PURCHASE, NY 10577-2530

$1.40T

Assets Under Management

335,385

Total Clients

23,624

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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asset allocation advice

Asset allocation advice

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

See schedule d miscellaneous

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Gerald Chasin’s Registration & Firm History

NY

10/02/2020 - Present

Morgan Stanley (Jericho NY)

NY

07/07/2008 - 10/13/2020

UBS FINANCIAL SERVICES INC. (JERICHO NY)

NY

04/02/2007 - 07/10/2008

MORGAN STANLEY & CO. INCORPORATED (MELVILLE NY)

NY

05/12/1998 - 04/02/2007

MORGAN STANLEY DW INC. (MELVILLE NY)

NY

09/11/1992 - 05/26/1998

CIBC OPPENHEIMER CORP. (NEW YORK NY)

NY

08/29/1989 - 09/17/1992

GRUNTAL & CO. INCORPORATED (NEW YORK NY)

NA

11/11/1986 - 09/13/1989

INTEGRATED RESOURCES EQUITY CORPORATION

NA

01/26/1984 - 11/12/1986

ROONEY, PACE INC.

NA

03/15/1982 - 01/31/1984

CRALIN & CO., INC.

NA

04/07/1976 - 08/07/1981

CANTOR, FITZGERALD & CO., INC.

NA

03/09/1976 - 05/14/1976

INTEGRATED RESOURCES EQUITY CORPORATION

NA

12/03/1973 - 03/11/1976

R K PACE POST & CO INC

NA

05/19/1971 - 02/05/1974

WILLIAM NORTON & COMPANY, INC.

NA

07/01/1970 - 07/25/1971

INTEGRATED RESOURCES EQUITY CORPORATION

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Licenses & Designations

IA

Issued 01/27/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/27/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/20/1989

PC - AMEX Put and Call Exam

BC

Issued 03/28/1966

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE American LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Gerald Lloyd Chasin.
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