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Samuel M Reed

Morgan Stanley

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About Samuel M Reed

Samuel Reed is a financial advisor with over 10 years of experience in the financial industry. Samuel has worked with various firms including Merrill Lynch, PNC Investments, Capital One Investing, LLC, MML Investors Services, LLC, and E*TRADE Securities LLC before joining Morgan Stanley in 2012. Samuel is registered with the Securities and Exchange Commission (SEC) and holds the Series 7, Series 9, Series 10, Series 24, and Series 66 licenses. Samuel's areas of expertise include financial planning, portfolio management for businesses and individuals, pension consulting, and asset allocation advice. Samuel's current firm, Morgan Stanley, is a leading global financial services firm providing a wide range of investment banking, securities, investment management, and wealth management services.

Firm Information

Samuel Reed 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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Samuel Reed’s Registration & Firm History

NJ

07/07/2023 - Present

Morgan Stanley (Morristown NJ)

NJ

09/18/2023 - 06/03/2024

E*TRADE SECURITIES LLC (Morristown NJ)

NJ

12/24/2018 - 09/05/2023

E*TRADE SECURITIES LLC (MORRISTOWN NJ)

NY

09/14/2018 - 12/24/2018

MML INVESTORS SERVICES, LLC (NEW YORK NY)

NJ

03/31/2016 - 08/06/2018

CAPITAL ONE INVESTING, LLC (FAIRFIELD NJ)

NJ

11/12/2012 - 04/13/2016

MORGAN STANLEY (MORRISTOWN NJ)

NJ

04/10/2012 - 11/16/2012

PNC INVESTMENTS (WEST ORANGE NJ)

NJ

08/19/2011 - 03/12/2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SHORT HILLS NJ)

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Licenses & Designations

BOTH

Issued 09/15/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/28/2018

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 03/30/2018

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 01/03/2017

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/18/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

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NYSE American LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There is public disclosure for Samuel M Reed. Review regulatory record here.
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