Yehudah L Fein
Investment adviser representative at Morgan Stanley
10 yearsExperience
2 statesRegistered in
$2TFirm assets
17 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissionsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Morgan StanleyDec 2022 to now
- Morgan Stanley Smith Barney LLCMay 2022 to now
- Contemporary Insurance Services, Inc.Oct 2021 to Apr 2022
- Torah Academy of Boca RatonAug 2021 to Oct 2021
- Hasc Center, IncJun 2021 to Aug 2021
- UnemployedOct 2020 to Jun 2021
- Camp Dora GouldingJun 2019 to Aug 2019
- Hasc Center, Inc.Oct 2018 to Mar 2020
- Touro UniveristyAug 2018 to May 2021
- Camp HascJun 2018 to Aug 2018
- Ohr SomeachAug 2017 to May 2018
- Camp HascJun 2017 to Aug 2017
- Ohar SomeachJan 2017 to Jun 2017
- Katz Hillel Day School of Boca RatonSep 2016 to Dec 2016
- Palm Beach State CollegeAug 2016 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (MD, TX).
Morgan Stanley
Legal name: Morgan Stanley Smith Barney LLC
$2TAssets managed
2,703,720Clients
23,165Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7536540
- Firm CRD
- 149777