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Jeffrey Marc Muchnick

Morgan Stanley

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About Jeffrey Marc Muchnick

Jeffrey Marc Muchnick is a financial advisor with over 25 years of experience in the industry. Currently, Jeffrey is a registered representative of Morgan Stanley. Jeffrey holds a Series 7 and Series 63 license. Previously, Jeffrey was associated with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Calamos Financial Services LLC, Royal Alliance Associates, Inc., North Ridge Securities Corp., Park Avenue Securities LLC, Guardian Investor Services Corporation, The Dreyfus Service Corporation, Continental Broker-Dealer Corp. and Gaines, Berland Inc. Jeffrey specializes in providing financial planning, portfolio management, and asset allocation advice to individuals, families, and businesses. Jeffrey also provides pension consulting services to corporations. Jeffrey is a Registered Investment Advisor and is licensed in multiple states.

Firm Information

Jeffrey Muchnick 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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Jeffrey Muchnick’s Registration & Firm History

NY

04/22/2022 - Present

Morgan Stanley (Jericho NY)

NY

07/13/2015 - 04/25/2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JERICHO NY)

NY

09/16/2014 - 04/08/2015

CALAMOS FINANCIAL SERVICES LLC (New York NY)

NY

09/09/2011 - 08/27/2014

ROYAL ALLIANCE ASSOCIATES, INC. (GARDEN CITY NY)

NY

05/29/2001 - 09/09/2011

NORTH RIDGE SECURITIES CORP. (WANTAGH NY)

NY

02/08/2001 - 06/07/2001

PARK AVENUE SECURITIES LLC (NEW YORK NY)

NY

11/24/2000 - 01/17/2001

GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)

NY

12/20/1996 - 05/25/2000

THE DREYFUS SERVICE CORPORATION (NEW YORK NY)

NY

06/10/1996 - 02/05/1997

CONTINENTAL BROKER-DEALER CORP. (CARLE PLACE NY)

NY

05/14/1996 - 05/20/1996

GAINES, BERLAND INC. (BETHPAGE NY)

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Licenses & Designations

IA

Issued 10/07/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/15/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/03/1996

Series 7 - General Securities 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 Jeffrey Marc Muchnick.
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