Welcome

Morgan Stanley serves many of the world’s most sophisticated investors and is one of the world's leading managers of personal wealth. I have experience with the distinctive challenges, styles and strategies that distinguish wealthy investors. I work with high net worth individuals, families and mid-market institutions - Foundations, Endowments, Pension Plans and Corporations in the areas of asset management and financial advisory services.

Experience: Investment Management for individuals, families and corporate institutions - Endowments, Foundations, Taft-Hartley Plans, Retirement and Pension plans.

I offer a broad scope of investment vehicles including traditional long-only Separately Managed Accounts in Equity, Fixed Income and Cash Management; Alternative Investments including Hedge Strategies, Private Equity, Hedge Fund of Funds, Single Manager and Multiple Manager Strategies; Structured Investments; Mutual Funds; Liquid Alternative Funds; Private Placement Funds; Registered and Non-Registered Funds.  Experienced in assisting Founders, Key Executives and Corporate Officers in handling of restricted stock transactions under SEC Rule 144.

For Ultra High Net Worth investors and select Institutional investors, I will be glad to facilitate introductions to appropriate dedicated investment team(s) in the firm's Graystone Consulting and/or Private Wealth Management divisions. 

Strategy & Philosophy:A well written Investment Policy Statement is key to defining a client's goals, objectives and time line for investing.  An understanding of risk and reward is imperative.  I focus on professional investment management whereby I help clients select professional money managers to help drive the strategy outlined in their statement of goals and objectives, or via an Investment Policy Statement. For the simple or the sophisticated investor, I follow a disciplined process of understanding a client's risk appetite and short and long term goals.

FL Life, Health & Variable Annuities Licensed
Services Include
  • Alternative Investments1
  • Asset Management2
  • Cash Management3
  • Corporate Bonds4
  • Corporate Pension Funds
  • Corporate Retirement Plans5
  • Defined Contribution Plans6
  • Endowments and Foundations7
  • Estate Planning Strategies8
  • Financial Planning9
  • Structured Products10
  • 401(k) Rollovers
  • Trust Services11
  • Wealth Management12
  • Sustainable Investing13
  • Qualified Retirement Plans14
  • Retirement Planning15
  • Executive Financial Services16
  • Philanthropic Management17
Securities Agent: FL, TX, NY, KY, IL, GA, CT, CA; Managed Futures; General Securities Representative; Investment Advisor Representative
NMLS#: 1368450
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Awards

Brevard Walk of Fame
Community Commitment Award
Inaugural Recipient Glad Kurian, 2018
Eckerd Connects, Melbourne, FL
  • Orlando Magazine Select Wealth Managers Award for Highest in Service & Overall Satisfaction May 2012 and March 2015
  • Volunteer Recognition Award for Leadership Service since 1996, Brevard Indo-American Medical & Dental Assoc, Melbourne, FL April 2012
  • Distinguished Service Award, Central Florida Assoc of Physicians from the Indian Subcontinent, Orlando, FL March 2012
  • Certificate of Special Congressional Recognition April 2013 and November 2015, presented by Honorable Congressman Bill Posey, Florida's Eighth District

Education

  • Certified Investment Management Analyst, 2008
  • Wharton Executive Institute University of Pennsylvania Pittsburgh, PA
  • Series 7, 63, 65 & 31 Licensed
  • Master of Business Administration, 1990 Florida Institute of Technology Melbourne, FL

Capabilities

Modern Wealth Management for Individuals and Institutions

    Client Service Team

    • Wei Ji - Registered Client Service Associate

    Location

    8150 North Wickham Road
    Melbourne, FL 32940
    US
    Direct:
    (321) 751-2045(321) 751-2045
    Toll-Free:
    (800) 949-2401(800) 949-2401
    Fax:
    (321) 751-2060(321) 751-2060
    Investment and Market Perspectives

    On the Markets

    Retirement

    Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
    • 401(k) Rollovers
    • IRA Plans
    • Retirement Income Strategies
    • Retirement Plan Participants
    • Annuities
    The Simple Six-Step Retirement Checkup

    The Simple Six-Step Retirement Checkup

    Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

    Investing

    Working closely with you to guide your wealth and investments through the most challenging market cycles.
    • Asset Management
    • Wealth Planning
    • Traditional Investments
    • Alternative Investments
    • Impact Investing
    Five Smart Strategies to Use a Bonus or Raise

    Five Smart Strategies to Use a Bonus or Raise

    Have extra money coming in? Here are ways to put your money to work for you now, so you can reap the rewards down the road.

    Family

    Creating customized financial strategies for the challenges that today's families face.
    • Estate Planning Strategies
    • 529 Plans / Education Savings Planning
    • Long Term Care Insurance
    • Special Needs Planning
    • Trust Services
    Financial Transition: A Guide for Women

    Financial Transition: A Guide for Women

    Here's how to take control of your finances if a death or divorce leaves you holding the reins.

    Business Planning

    Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Qualified Retirement Plans
    • Corporate Pension Funds
    6 Keys to Building a Startup

    6 Keys to Building a Startup

    Entrepreneurs share ideas and learnings from the experience of starting a company.

    Philanthropy

    Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
    • Endowments
    • Foundations
    • Donor Advised Funds
    • Impact Investing
    A New Roadmap for Mission Alignment

    A New Roadmap for Mission Alignment

    Non-profits, foundations and endowments need to ensure that their sources of capital are in sync with their stated goals.

    More from Morgan Stanley

    The Magic of Compound Interest

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    Morgan Stanley and Justin Rose: A Winning Team

    Morgan Stanley and Justin Rose: A Winning Team

    Morgan Stanley and our brand ambassador, PGA TOUR champion Justin Rose, share a set of core values and a common cause: giving books to children in need.
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    Your Financial World. On the Go.

    Your Financial World. On the Go.

    With the Morgan Stanley Mobile App, you’ll have the freedom to manage your investments and instantly access a suite of personal cash management tools.
    Learn more about Your Financial World. On the Go.
    Sign Up for eDelivery

    Sign Up for eDelivery

    With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
    Learn more about Sign Up for eDelivery
    Access Morgan Stanley Online

    Access Morgan Stanley Online

    Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
    Learn more about Access Morgan Stanley Online
    View Your Total Wealth

    View Your Total Wealth

    You can conveniently view your accounts from Morgan Stanley and other financial institutions all in one place. Log in to your Morgan Stanley Online account to get started.
    Learn more about View Your Total Wealth
    A Comprehensive View of Your Financial Life

    A Comprehensive View of Your Financial Life

    See all of your financial data in one location, regardless of where your accounts are held, directly on Morgan Stanley Online and the Morgan Stanley Mobile App.
    Learn more about A Comprehensive View of Your Financial Life
    The Institute for Sustainable Investing

    The Institute for Sustainable Investing

    Providing clients access to sustainable investing products and strategies while also pioneering solutions to our global challenges.
    Learn more about The Institute for Sustainable Investing
    Better Rewards for You and Your Family

    Better Rewards for You and Your Family

    Learn about the exclusive offers and benefits available to you by joining Reserved Living & Giving.
    Learn more about Better Rewards for You and Your Family
    Ready to start a conversation? Contact Gladwyn Kurian today.
    Market Information Delayed 20 Minutes
    1Alternative 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 suitable only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.

    2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 legal matters.

    3Morgan 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

    4Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.

    5Tax laws are complex and 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 and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

    6Tax laws are complex and 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 and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

    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.

    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 and other legal matters.

    9Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences.

    10Structured Investments are complex and not suitable for all investors, and there is no assurance that a strategy of using structured product for wealth preservation, yield enhancement, and/or interest rate risk hedging will meet its objectives.

    11Morgan 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.
    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. Clients 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.

    12Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 legal matters.

    13The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG 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.

    14Tax laws are complex and 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 and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

    15Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 legal matters.

    16Tax laws are complex and 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 and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

    17Products 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. 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. 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.

    The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.

    Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.

    The securities/instruments, services, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.

    Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.

    The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.

    *References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.


    CRC 2019752 10/2018