Josh Malkin

Top Wealth + Best-in-State · rank 16 · New York, New York · listed firm: Morgan Stanley Private Wealth Management

Identity & firm

Firm — Morgan Stanley Private Wealth Management (high)
- “Josh Malkin - Morgan Stanley Private Wealth Management” — forbes_shook
- “"firmName": "MORGAN STANLEY"” — sec_finra_regulatory
Parent company — Morgan Stanley (high)
- “"firmId": 149777, "firmName": "MORGAN STANLEY"” — sec_finra_regulatory
Firm type — wirehouse (high)
- “"firmName": "MORGAN STANLEY", "iaOnly": "N", "registrationBeginDate": "6/1/2009", "firmBCScope": "ACTIVE", "firmIAScope": "ACTIVE", "iaSECNumber": "70103", "iaSECNumberType": "801", "bdSECNumber": "68191"” — sec_finra_regulatory
Team name — The Malkin Group (high)
- “Team Name: The Malkin Group” — forbes_shook
Team size — gap: not_found_after_search
CRD — 5143930 (high)
- “"individualId": 5143930, "firstName": "JOSHUA", "middleName": "DANIEL", "lastName": "MALKIN"” — sec_finra_regulatory
Years experience — 20 (high)
- “"daysInIndustryCalculatedDate": "6/21/2006"” — sec_finra_regulatory
Designations — JD (medium)
- “His background includes a B.S. from Cornell University and a J.D. from Duke University School of Law, along with prior experience as a corporate lawyer at Davis Polk & Wardwell.” — forbes_shook

Team AUM ($M) — 3600 (high)
- “Team Assets (Custodied): $3.6B” — forbes_shook
Account minimum ($M) — 10 (high)
- “Minimum Account Size for New Business: $10M” — forbes_shook
Typical client net worth ($M) — 67.5 (high)
- “Typical Net Worth of Relationships: $35-100M” — forbes_shook
Client niche — gap: not_found_after_search
Custodians — gap: not_applicable
Fee model — fee_plus_commission (medium)
- “"firmName": "MORGAN STANLEY", "iaOnly": "N", "registrationBeginDate": "6/1/2009"” — sec_finra_regulatory

Website url — https://advisor.morganstanley.com/the-malkin-group (high)
- “The Malkin Group | New York, NY | Morgan Stanley Private 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/joshua-malkin-5182ba4/ (medium)
- “Joshua Malkin - Morgan Stanley Private Wealth Management | LinkedIn” — social_or_third_party_db
Social presence — gap: not_found_after_search
Press awards — Barron's Top 1,500 Financial Advisors (2026) (low)
- “Joshua D. Malkin was named one of the Top 1,500 Financial Advisors in the U.S. by Barron's in 2026 and has been on the list every year since 2016.” — firm_official