Josh Glazer

Josh Glazer

Senior Vice President, Financial Advisor at Morgan Stanley

Role
Senior Vice President, Financial Advisor at Morgan Stanley
Location
New York, NY, US
LinkedIn followers
500 followers

About Josh Glazer

As a founding partner of the SJG Group within Morgan Stanley Private Wealth Management, I…

Experience

  1. Senior Vice President, Financial Advisor

    Morgan Stanley

    Mar 2017 — Present · New York, NY, US

    2025 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via social network messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service.The information or content made available on this profile does not provide individually tailored investment advice and is not an offer to buy or sell any security or to participate in any investment strategy.MSSB Financial Advisors may only transact business, follow-up with individualized responses, or render personalized investment advice for compensation, in states where they are registered or excluded or exempted from registration. Designations and/or awards are not indicative of a Financial Advisor\'s past or future performance. No fee is paid in exchange for any award. For important information about any registrations, designation(s) and/or the ranking methodology for any award[s] listed, please see https://advisor.morganstanley.com/the-sjg-group. The information or content is for US residents only and subject to the following disclosures: investments listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, and encourages investors to seek the advice of a Financial Advisor. The appropriateness of a particular investment will depend upon an investor\'s individual circumstances and objectives.Morgan Stanley Smith Barney LLC offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please visit us at or consult with your Financial Advisor to understand these differences.NMLS#: 574583

Education

  • University of Wisconsin - Madison

    Bachelor of Science (B.S.), Economics

    2000 — 2004

Skills

  • Financial Modeling
  • Alternative Investments
  • Portfolio Management
  • Valuation
  • Hedge Funds
  • Asset Management
  • Investments
  • Capital Markets
  • Series 7
  • Asset Managment
  • Fixed Income
  • Wealth Management
  • Equities
  • Financial Literacy Training

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