Aaron Edelman
Executive Director, Private Wealth Advisor, Insurance Planning Director
Phone:
(212) 230-3640(212) 230-3640
Morgan Stanley Private Wealth Management
Edelman Group
Direct:
(212) 230-3543(212) 230-3543
Our Mission Statement
Delivering the experience, resources and personalized service needed to help affluent families address their most complex wealth management issues.
Welcome
As Morgan Stanley Private Wealth Advisors, we combine our own talents and experience with the vast resources of a global financial services firm to address the planning, governance, liability management and investing needs of ultra high net worth families, their businesses and philanthropic enterprises. We take a holistic approach that is grounded in investment strategy, but covers virtually every aspect of your financial life: risk management, liabilities, trusts and estate structures and even family dynamics and lifestyle management issues. Our goal is to help preserve and grow your financial, family and social capital so that it can have the greatest positive impact today and for generations to come.
We look forward to learning more about you and your family, and discussing the resources we can place at your disposal.
We look forward to learning more about you and your family, and discussing the resources we can place at your disposal.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
About PWM
Founded in 1977, Private Wealth Management is the division of Morgan Stanley Wealth Management that is dedicated to serving the firm’s most affluent clients, including some of the world’s most accomplished entrepreneurs, executives and stewards of multigenerational wealth. Functioning as an exclusive investment boutique within a global financial firm, we deliver sophisticated solutions that leverage the intellectual capital and insight of Morgan Stanley’s substantial global resources. Drawing on a deep understanding of your financial life, our goal is to help you:
- Manage investments with an unwavering focus on your financial strategy and personal goals
- Create comprehensive, multigenerational wealth management plans based on your needs, challenges and the values that guide your life and legacy
- Simplify financial complexity to help you achieve clarity and control
Private Wealth Management Highlights
- Approximately 300 teams1 specialized in assisting individuals and families with $20MM+ in investable assets
- Over $775 billion in AUM1
- Comprising 25% of the Barron’s Top 100 Financial Advisors list for 2023
- Direct access to ultra high net worth experts in philanthropy, family dynamics, wealth transfer, lifestyle advisory and other areas of interest to ultra high net worth families
1 Morgan Stanley Wealth Management, December, 2023
Source: Barron's.com (April 2023) 2023 Barron's Top 100 Financial Advisors awarded in 2023. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2020 - Dec 2021. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one client’s experience. This ranking is not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.
Approach
Discovery Process
Investing the time to learn about you and your family; your assets and liabilities and the risk exposures, enables us to formulate strategies and customize the relationship to your needs.
Formulation of Tax, Trust and Estate Strategy
Working with your tax and legal advisors, we help analyze your income and estate tax circumstances to identify and tailor planning techniques that may be used to address your objectives.
Creation of Customized Strategic Asset Allocation
Your customized asset allocation reflects risk, opportunities and taxation across multiple entities, while integrating your investing and estate plans.
Integration of Tactical Asset Allocation
Short-term adjustments seek to capitalize on temporary market distortions. Before making adjustments, we analyze the impact of taxes and trading costs on potential returns.
Implementation of a Customized Wealth Strategy
After comprehensive due diligence and analysis of expected results across multiple market scenarios, strategies are chosen from our expansive investment platform.
Ongoing Assessment
In coordination with your other advisors, we can conduct ongoing reviews and comprehensive reporting to ensure that your strategy adapts to changing financial and family needs.
Location
55 East 52nd Street 10th
Fl
New York, NY 10055
US
Direct:
(212) 230-3543(212) 230-3543
Meet Edelman Group
Bradley A Marks
Executive Director, Private Wealth Management, Financial Advisor, Global Sports and Entertainment Director, Senior Portfolio Management Director, Alternative Investments Director
Phone:
(212) 230-3543(212) 230-3543
Violeta Motorozesku
Sales Associate, Director of Business Development
Phone:
(212) 603-6284(212) 603-6284
About Aaron Edelman
Aaron Edelman began his career in 1979 when he joined the firm of Shearson Loeb Rhodes as an Insurance Specialist. He is currently an Executive Director at Morgan Stanley Private Wealth Management with over 1 billion dollars in assets under management as of 04/18. Over the years, Aaron has grown his business by widening his focus to include entire client estate planning strategies, including asset management, utilizing Morgan Stanley’s Consulting Group platform. Prior to the Morgan Stanley Smith Barney joint venture, Aaron was chosen to be a Citi Family Office advisor which allowed him to broaden the services he offered, and still continues to offer his clients. Overall, Aaron uses a consultative approach in estate planning strategies, life insurance, long term care insurance, and managed money. Using this method has allowed the Edelman Group to develop many multi-generational family relationships. With his extensive experience Aaron creates and implements comprehensive wealth plans for families and high-net-worth individuals.
Aaron currently lives in Manhattan with his wife Linda. His older daughter Jenny is a Lawyer and younger daughter Lauren is a Social Worker. Aaron enjoys collecting pens and spending time with his family.
Aaron currently lives in Manhattan with his wife Linda. His older daughter Jenny is a Lawyer and younger daughter Lauren is a Social Worker. Aaron enjoys collecting pens and spending time with his family.
Securities Agent: KS, ME, SC, NH, DC, CA, WA, OH, MS, FL, PA, KY, VA, IL, AZ, UT, NY, MA, CT, CO, WI, VT, NJ, NC, GA, NM, NV, MN, MD, TX; General Securities Representative; Investment Advisor Representative
NMLS#: 1295713
NMLS#: 1295713
About Bradley A Marks
Bradley is an Executive Director at Morgan Stanley Private Wealth Management, focusing on equity, fixed income and estate planning strategies for high net worth individuals and families. He works directly with Morgan Stanley’s capital markets desk and various external resources in order to help create customized asset allocation strategies. Bradley has worked with the Edelman Group and its clients for over 11 years. His role also includes executing the team’s customized Portfolio Management strategies, structured investments, alternative investments and working closely with the Insurance Brokerage Team during the entire underwriting process.
Brad works closely with third party specialists to help clients develop comprehensive financial plans. He believes in multi-dimensional estate planning strategies to preserve, maintain, and transfer assets to others by creating various trusts (irrevocable life insurance trusts, special needs trusts etc.) to help plan for liquidity events and wealth transfer strategies.
Prior to joining The Edelman Group in 2004, Brad worked at Bear Stearns on the Trading Desk after graduating from Lehigh University in 2000 with a BS in Finance.
He currently lives in Roslyn, New York with his wife and three children. In his free time, he enjoys going to sporting events, art galleries, and playing golf and tennis.
Brad works closely with third party specialists to help clients develop comprehensive financial plans. He believes in multi-dimensional estate planning strategies to preserve, maintain, and transfer assets to others by creating various trusts (irrevocable life insurance trusts, special needs trusts etc.) to help plan for liquidity events and wealth transfer strategies.
Prior to joining The Edelman Group in 2004, Brad worked at Bear Stearns on the Trading Desk after graduating from Lehigh University in 2000 with a BS in Finance.
He currently lives in Roslyn, New York with his wife and three children. In his free time, he enjoys going to sporting events, art galleries, and playing golf and tennis.
Securities Agent: IN, FL, AZ, TX, RI, OH, NE, MS, WI, NY, NV, KY, CO, NM, ME, MD, KS, IL, WA, NC, VA, NJ, UT, MN, MA, GA, DC, CA, SC, LA, CT, PA, NH, VT; General Securities Representative; Investment Advisor Representative
NMLS#: 1262100
NMLS#: 1262100
About Violeta Motorozesku
Violeta joined the Edelman Group in 2022 as the Director of Business Strategy. She brings over 15 years of experience to the team having joined Morgan Stanley in 2006. She provides a personalized elevated client experience by assisting with solutions that support individual needs such as online support and digital offerings including Morgan Stanley Online, e-Sign, e-Authorization and Morgan Stanley Mobile as well as a variety of administrative related tasks. Violeta holds her Series 7, 66, 31, 9, 10 and Life Accident and Health Insurance Licenses.
Violeta, a Queens native, graduated from Bernard Baruch College of the City University of New York with a Bachelor of Business Administration in Finance and Investments in 2008. In her spare time she enjoys exploring new restaurants in New York City, spending time with her family, trying new recipes and knitting.
Violeta, a Queens native, graduated from Bernard Baruch College of the City University of New York with a Bachelor of Business Administration in Finance and Investments in 2008. In her spare time she enjoys exploring new restaurants in New York City, spending time with her family, trying new recipes and knitting.
Contact Aaron Edelman
Contact Bradley A Marks
Wealth Management
Global Investment Office
Portfolio Insights
Private Wealth Management Podcast
Bringing you engaging stories and key insights surrounding the complexities associated with significant wealth, including:
- Intergenerational Planning
- Philanthropic Giving
- Non-Traditional Assets
- Managing Family Wealth
LISTEN | Passion Assets: Investing in Art
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Managing Significant Wealth
- Investment Management
- Wealth Transfer & Philanthropy
- Cash Management & Lending
- Family Governance & Wealth Education
- Lifestyle Advisory
- Business Services
Funding Climate Action: Pathways for Philanthropy
Article Image
Insights and Outcomes
Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.
Wealth Management for Athletes and Entertainers
Understanding the unique financial challenges of athletes and entertainers and how they differ from one profession to the next, we deliver the experience and resources you need to help create and implement a comprehensive, multigenerational wealth management plan based on your needs, values and aspirations.
- Investment Management
- Wealth Transfer & Philanthropy
- Private Banking Solutions
- Family Governance & Wealth Education
- Lifestyle Advisory
We look forward to discussing your needs and goals, and the exceptional resources we can place at your disposal.
Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.
Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice. Visitors to this website should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.
See the Financial Advisors Biographies for Registration and Licensing information.
Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst® (with graph element)®, and Certified Investment Management Analyst® .
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Lifestyle Advisory Services: Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Morgan 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
Awards Disclosures
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.
Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice. Visitors to this website should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.
See the Financial Advisors Biographies for Registration and Licensing information.
Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst® (with graph element)®, and Certified Investment Management Analyst® .
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Lifestyle Advisory Services: Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Morgan 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
Awards Disclosures
CRC 6295606 (3/2024)
