Top Wealth + Best-in-State · rank 5 · Greenwich, Connecticut · listed firm: Morgan Stanley Wealth Management
Identity & firm
- Firm — Morgan Stanley Wealth Management (high)
- “IA MORGAN STANLEY One Fawcett Place 3Rd Floor Greenwich, CT 06830 CRD# 149777 Registered with this firm since: 06/01/2009” — sec_finra_regulatory
- Parent company — Morgan Stanley (high)
- “IA MORGAN STANLEY One Fawcett Place 3Rd Floor Greenwich, CT 06830 CRD# 149777” — sec_finra_regulatory
- Firm type — wirehouse (high)
- “B MORGAN STANLEY One Fawcett Place 3Rd Floor Greenwich, CT 06830 CRD# 149777 Registered with this firm since: 06/01/2009” — sec_finra_regulatory
- Team name — The 720 Wealth Management Group (medium)
- “The 720 Wealth Management Group | Greenwich, CT | Westport, CT | Morgan Stanley Wealth Management” — firm_official
- Team size — gap: not_found_after_search
- CRD — 1160726 (high)
- “HAROLD J. TRISCHMAN JR CRD# 1160726” — sec_finra_regulatory
- Years experience — 43 (high)
- “B 07/1983 - 01/1985 FIRST INVESTORS CORPORATION 305” — sec_finra_regulatory
- Designations — — (low)
- “This individual has passed 1 principal/supervisory exam, 4 general industry/product exams, and 2 state securities law exams.” — sec_finra_regulatory
Book of business
- Team AUM ($M) — 4000 (high)
- “Team Assets (Custodied): $4B” — forbes_shook
- Account minimum ($M) — 3 (high)
- “Minimum Account Size for New Business: $3M” — forbes_shook
- Typical client net worth ($M) — 9 (high)
- “Typical Net Worth of Relationships: $9-200M” — forbes_shook
- Client niche — gap: not_found_after_search
- Custodians — gap: not_applicable
- Fee model — gap: not_public
Positioning & marketing
- Website url — https://advisor.morganstanley.com/the-720-wealth-management-group (medium)
- “The 720 Wealth Management Group | Greenwich, CT | Westport, CT | Morgan Stanley Wealth Management” — firm_official
- Value proposition (verbatim) — gap: not_found_after_search
- Differentiators — gap: not_found_after_search
- Content marketing — gap: not_found_after_search
- Has podcast — gap: not_found_after_search
- Books published — gap: not_found_after_search
- Linkedin url — https://www.linkedin.com/in/haroldtrischman/ (medium)
- “Harold Trischman - Morgan Stanley | LinkedIn” — social_or_third_party_db
- Social presence — gap: not_found_after_search
- Press awards — gap: not_found_after_search
Visual brand
- Has distinct logo — gap: not_found_after_search
- Logo url — gap: not_found_after_search
- Visual brand notes — gap: not_found_after_search