Henry L Berck
Investment adviser representative at Morgan Stanley
13 yearsExperience
2 statesRegistered in
$2TFirm assets
17 yearsFirm in business
Are you Henry L Berck? Claim your profile
Contact this firm
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
13 years in the industry.
- Morgan StanleyFeb 2024 to now
- UnemployedNov 2023 to Jan 2024
- Fischer Stralem AdvisorsAug 2021 to Oct 2023
- N/aAug 2019 to Aug 2021
- Assured GuarantyJun 2019 to Aug 2019
- Camp ShodackJun 2017 to Aug 2019
- N/aJan 2013 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (NY, 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
- 7743723
- Firm CRD
- 149777