Top Wealth · rank 145 · Garden City, New York · listed firm: Morgan Stanley Private Wealth Management
Logo asset (hotlink-protected, view at source): https://advisor.morganstanley.com/permanent-b0b701/assets/images/logo.85739d37.svg
Identity & firm
- Firm — Morgan Stanley Private Wealth Management (high)
- “Bruce Burrows - Morgan Stanley Private Wealth Management” — forbes_shook
- “"firmName": "MORGAN STANLEY", "iaOnly": "N", "registrationBeginDate": "6/1/2009", "firmBCScope": "ACTIVE"” — sec_finra_regulatory
- Parent company — Morgan Stanley (high)
- “"firmId": 149777, "firmName": "MORGAN STANLEY", "iaSECNumber": "70103", "iaSECNumberType": "801", "bdSECNumber": "68191"” — sec_finra_regulatory
- Firm type — wirehouse (high)
- “"firmId": 149777, "firmName": "MORGAN STANLEY", "iaOnly": "N", "registrationBeginDate": "6/1/2009", "firmBCScope": "ACTIVE", "firmIAScope": "ACTIVE", "iaSECNumber": "70103", "bdSECNumber": "68191"” — sec_finra_regulatory
- Team name — The Burrows Strzelecki Group (high)
- “Bruce A. Burrows, CFP, CIMA, is a Managing Director, Family Wealth Director and Stock Plan Director. He co-heads The Burrows Strzelecki Group.” — firm_official
- Team size — 30 (medium)
- “30 highly qualified and experienced Financial Advisors, Sales Assistants, Administrators, and Relationship Managers” — firm_official
- CRD — 2194739 (high)
- “"individualId": 2194739, "firstName": "BRUCE", "middleName": "ALFRED", "lastName": "BURROWS", "bcScope": "Active", "iaScope": "Active"” — sec_finra_regulatory
- Years experience — 34 (high)
- “"daysInIndustryCalculatedDate": "7/15/1992"” — sec_finra_regulatory
- “"firmName": "LEHMAN BROTHERS INC.", "registrationBeginDate": "12/20/1991", "registrationEndDate": "2/5/1992"” — sec_finra_regulatory
- Designations — CFP, CIMA (high)
- “Bruce A. Burrows, CFP, CIMA, is a Managing Director, Family Wealth Director and Stock Plan Director.” — firm_official
Book of business
- Team AUM ($M) — 49800 (high)
- “Team Assets (Custodied): $49.8B” — forbes_shook
- Account minimum ($M) — 5 (high)
- “Minimum Account Size for New Business: $5M” — forbes_shook
- Typical client net worth ($M) — 20 (high)
- “Typical Net Worth of Relationships: $20M-1B” — forbes_shook
- Client niche — corporate executives with concentrated public/private company equity; stock plan participants (high)
- “servicing corporate executives who have a concentration of wealth in either private or public companies” — firm_official
- “Bruce limits his practice to working closely with a select group of corporate executives helping them achieve all that is important to them.” — firm_official
- Custodians — gap: not_applicable
- Fee model — not_public (medium)
- “"firmName": "MORGAN STANLEY", "iaOnly": "N", "firmBCScope": "ACTIVE", "firmIAScope": "ACTIVE"” — sec_finra_regulatory
Positioning & marketing
- Website url — https://advisor.morganstanley.com/the-burrows-strzelecki-group (high)
- “The Burrows Strzelecki Group | Garden City, NY | Morgan Stanley Private Wealth Management” — firm_official
- Value proposition (verbatim) — We deliver world class equity compensation & financial planning services that employees recommend to their colleagues and employers select for their employees. (high)
- “We deliver world class equity compensation & financial planning services that employees recommend to their colleagues and employers select for their employees.” — firm_official
- Differentiators — One of the largest private wealth management and corporate services teams in the industry, Core management team averages 25 years of industry experience, Specialists in concentrated equity for public/private company executives, Concierge-level service with efficient trade execution, Network of ~100 Financial Advisor Teams servicing stock plan employees (high)
- “Our Core Management team has an average of 25 years industry experience, enabling us to deliver excellence to our individual and corporate clients.” — firm_official
- “One of the largest private wealth management and corporate services teams in the industry” — firm_official
- Content marketing — occasional (medium)
- “Navigating the Emotional Whirlwind of Selling a Business” — firm_official
- Has podcast — no (medium)
- “Integrating Technology for Family Offices” — firm_official
- Books published — 0 (medium)
- “Bruce received a Bachelor of Science degree in Finance with a minor in Economics, from The American University in Washington DC.” — firm_official
- Linkedin url — gap: not_found_after_search
- Social presence — none (low)
- “The Burrows Strzelecki Group | Garden City, NY | Morgan Stanley Private Wealth Management” — firm_official
- Press awards — Barron's Top 250 Private Wealth Management Teams (2024) — #29, Morgan Stanley Chairman's Council member (high)
- “Barron's Top 250 Private Wealth Management Teams (2024) - Rank: # 29” — firm_official
- “Bruce is currently a member of Morgan Stanley's Chairman's Council, which honors outstanding performance by Financial Advisors.” — firm_official
Visual brand
- Has distinct logo — no (medium)
- Logo url — https://advisor.morganstanley.com/permanent-b0b701/assets/images/logo.85739d37.svg (medium)
- Visual brand notes — Morgan Stanley corporate template: navy-and-white palette, clean sans-serif type, headshot grid of team members, minimalist service icons. No team-specific mark or imagery. (medium)
- “The color scheme uses navy blue and white as primary colors, consistent with Morgan Stanley's corporate branding. The page includes portrait photography of team members (headshots) and graphical icons representing servic” — firm_official
