Yehudah Feinberg

About Yehudah Feinberg

Yehudah Feinberg joined Morgan Stanley in 2022 as a Wealth Management Associate and became fully registered in the beginning of 2023. Working alongside the Wealth Manager, Yehudah and his team provide a comprehensive service focused on taking a look at a client\'s financial picture, including services such as investment management, financial planning, tax planning and estate planning. Yehudah is the primary point of contact for each client where he builds strong relationships by providing support for their account needs and questions. Here at Morgan Stanley, we have the opportunity to leverage a vast range of products and resources to deliver solutions that meet the unique financial needs and goals of individuals and families. Disclosures: © 2023 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 LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: Not all investments are suitable for every investor. 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. Asset Allocation does not guarantee a profit or protect against a loss in a declining financial market.

Experience

1. Registered Associate

   Morgan Stanley

   May 2022 — Present · Potomac, MD, US

Education

• Touro University

  Bachelor of Science - BS, Finance, General

  2018 — 2021