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Advisor at VESTWELL ADVISORS LLC
NEW YORK, NY
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| VESTWELL ADVISORS LLC | Mixed wealth | Jan 27, 2025 | n/a | yes | NEW YORK, NY | Current employment |
| VESTWELL ADVISORS LLC | Mixed wealth | Jan 11, 2021 | Dec 31, 2024 | no | NEW YORK, NY|Wallingford, CT | Previous registration |
| MORGAN STANLEY | Wirehouse | Mar 26, 2018 | Jan 7, 2019 | no | Stamford, CT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | VESTWELL ADVISORS LLC | Jan 7, 2019 | Jan 11, 2021 | 735 | Firm change after gap | Other |