This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

MORGAN STANLEY

Current firm class

wirehousederived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

May 2, 2000earliest registration or exam on IAPD

Years in industry

26derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Exams

S66

First exam

May 2, 2000

First registration

Jan 30, 2013

Dual registered

yes, broker-dealer

Other names

JEFF GERSTEN|JEFFREY R GERSTEN

IAPD individual key

2631946

• Occurred

  Oct 9, 2025
  Advisor changed firm

  Jeffrey Gersten left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Morgan Stanley (registered 2025-10-08)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:24e8bf70-c840-3ca0-a751-8689eb3a7b30

First observed

Jan 30, 2013

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.