Our Team at Morgan Stanley Eastern Long Island Market

About Dino E. Carfora

Dino Carfora is an Executive Director and the Market Executive for the Eastern Long Island Market. He has 43 years of Wealth Management experience and has been with Morgan Stanley since 2006.

Dino has served in a variety of roles during his career, which has given him a broad perspective on Wealth Management. He started out as a Financial Advisor and became a Producing Branch Manager. He subsequently moved to Sales Manager, Trainee Mentor and Complex Manager.

As a Market Executive, Dino utilizes his extensive experience to teach, find solutions and lead a diverse group of professionals. One of the Eastern Long Island Market’s greatest strengths is teamwork. Financial Advisors and Support Professionals work together to deliver outstanding service to clients. The team lives by Morgan Stanley’s core value of “Putting Clients First.” It is also committed to increasing the adoption of Modern Wealth Management.

Giving back to the community is another priority. The Market supports Long Island Harvest and Pronto of Long Island: Food Pantry Center.

Dino holds a B.B.A. degree from Hofstra University. He is married and has a son. In his free time, he enjoys golf and music.
Securities Agent: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY; Investment Advisor Representative; BM/Supervisor; General Securities Representative; Transactional Futures/Commodities; Managed Futures

About Frank R. Burkhardt

Frank R. Burkhardt is a Wealth Management Professional with over 25 years of leadership experience in the Financial Services Industry. Building teams who attract, deepen, retain, and manage wealth relationships of affluent and high net worth clients is at the forefront of everything he does. Frank holds his FINRA Series SIE, 6, 7, 9, 10, 24, 63 and 66 licenses, along with his NYS Life, Health & Variable Annuity licenses.

Frank is currently an Associate Market Manager at Morgan Stanley’s Wealth Management Offices in the Eastern Long Island Market. He plays a key role in all aspects of the day-to-day management and operations of the Market.

Formerly, Frank led large Wealth Management Teams in the New York City metropolitan area for a competitor, starting with that firm in April of 2001. He ensured that his teams of Financial Advisors, Registered Sales Assistants and Relationship Managers grew their sole practitioner and team businesses on a consistent basis.

Frank received his Bachelor of Arts degree from the College of Management at Long Island University. He currently resides in Huntington, NY with his wife of 25 years Jill, their son John & rescue dog Bella. Outside of work, Frank enjoys spending time with friends and family, travelling, and volunteering his time in the community.

About Daniel O'Brien

Dan began his career in financial services in 2015 when he joined Morgan Stanley in the Wealth Management Field Finance division. In 2018, he transitioned to the Northeast Region as its Regional Analyst. Most recently, Dan served as an Associate Private Banker in the New York PWM office.

Dan is a graduate of the University of Maryland Smith School of Business, where he received a Bachelor of Science in Marketing and Supply Chain Management. He lives in Bellmore, New York with his wife and daughter. Outside of the office, Dan enjoys golfing, playing softball, spending time with friends and family, and is an avid sports fan.

About Donna Theal

Donna Theal has been with Morgan Stanley and its predecessor firms since December of 1984. Throughout her career, she has worked as a Registered Client Service Associate, Branch Manager’s Assistant, and Market Administrator. Donna works closely with Dino Carfora, the Market Executive, and other members of the Eastern Long Island Market management team to provide quality service to our clients and Eastern Long Island Market employees.

Donna is married and has two adult daughters, Jacqueline, and Jillian. When she is not working or spending time with her family and friends, Donna enjoys walking, photography, reading, and traveling.
Securities Agent: FL, NY; General Securities Representative

About Joseph D’Astolfo

Joe D’Astolfo serves as the Market Business Service Officer (MBSO) for the Eastern Long Island Market. The Market Business Service Officer (MBSO) will work closely with the Market Management Team to lead and supervise all service and business functions across the market. In this role, Joe is responsible for leading and driving the Firm’s key strategic initiatives, contributing to a strong market culture, development of employees, ensuring a high level of client service, and general oversight of operational processes.

Joe has been with Morgan Stanley since 2019, spending four years in the Midtown Manhattan market before transitioning to Eastern Long Island. Prior to joining Morgan Stanley, Joe spent nine years in various management roles at UBS Financial Services.

He resides in Long Island with his wife Martina, and their sons Luka and Mateo.
Securities Agent: FL, NJ, NY; Investment Advisor Representative; BM/Supervisor; General Securities Representative

About Steven M. Hart

Steve Hart has been with Morgan Stanley and its predecessor firms for over 40 years, working primarily in the operations and risk management departments of the retail Wealth Management market. Steve’s focus is on the supervision of risk management in the Eastern Long Island Market, ensuring that our financial advisors and support professionals & staff are performing their responsibilities within stated regulatory and firm guidelines, and always seeing to it that our clients’ needs and expectations are put first.
Securities Agent: CT, FL, NJ, NY; Investment Advisor Representative; BM/Supervisor; General Securities Representative; Transactional Futures/Commodities; Managed Futures

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Branch Address

888 Veterans Memorial Hwy
Ste 300
Hauppauge, NY 11788
US
Branch:
(631) 851-1685(631) 851-1685
Toll-Free:
(800) 965-5684(800) 965-5684

Branch Manager

Frank R. Burkhardt
Phone:
(631) 755-8887(631) 755-8887

Branch Address

414 Main St
Ste 101
Port Jefferson, NY 11777
US
Branch:
(631) 642-8600(631) 642-8600
Toll-Free:
(877) 432-2566(877) 432-2566
Fax:
(631) 642-8620(631) 642-8620

Branch Manager

Jose M. Rosario
Phone:
(631) 642-8604(631) 642-8604

Branch Address

611 E Main St
Riverhead, NY 11901
US
Branch:
(631) 727-8100(631) 727-8100
Toll-Free:
(800) 233-9195(800) 233-9195
Fax:
(631) 727-8172(631) 727-8172

Branch Manager

Val Franklin
Phone:
(631) 548-4007(631) 548-4007

Eastern Long Island Branch

Find a Financial Advisor

Branch Address

58 South Service Rd
Ste 400
Melville, NY 11747
US
Branch:
(631) 755-8800(631) 755-8800
Toll-Free:
(800) 477-7522(800) 477-7522
Fax:
(631) 755-8999(631) 755-8999

Branch Manager

Dino Carfora
Phone:
(631) 755-8980(631) 755-8980

Details

Morgan Stanley
58 South Service Road, Suite 400
Melville, NY 11747
1When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.

For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.

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2Tax laws are complex and are subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.

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3Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

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4Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.

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5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

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6The returns on a portfolio consisting primarily of sustainable investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.

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7Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.

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8Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.

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9Tax laws are complex and are subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.

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10Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

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11Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

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Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

The investments and products listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments or products, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. The appropriateness of a particular investment or product will depend upon an investor's individual circumstances and objectives.

Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.

© 2022 Morgan Stanley Smith Barney LLC. Member SIPC.

Awards Disclosures
CRC 6491812 04/2024