Matthew Guarini
Associate Private Banker
Mitchell Tordjman
Senior Vice President,
Financial Advisor
Direct:
(212) 883-8113(212) 883-8113
My Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals.
Our Story
Mitchell Tordjman is an experienced financial advisor who takes pride in offering dedicated, personal, and active service to his clients in managing their wealth and handling their financial needs. Time and time again, and at any hour of the day, Mitchell has been there for his clients to help them through even the most difficult financial challenges, and will continue to do so.
With more than 20 years of industry experience, Mitchell offers a wide range of solutions to bring to a diverse array of clients, including: high net worth families, independent business professionals, entrepreneurs, couples, and individuals.
His goal is to develop a personalized wealth accumulation strategy for each client, utilizing Morgan Stanley's vast resources, while remaining focused on the personal relationship that each client deserves.
If you'd like a complementary portfolio review, or a conversation about what our team can do for you, click the "Contact Us" button at the top of the page.
Securities Agent: NY, PA, SC, TX, UT, VA, VT, OH, DE, AZ, CA, CT, DC, FL, GA, IL, IN, MA, MD, NC, NJ, NV; General Securities Principal; General Securities Representative; Investment Advisor Representative
NMLS#: 1814729
NMLS#: 1814729
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Our Process
Our process begins by getting to know you as a person, clarifying your financial goals and then molding our services to fit what you need. We will guide you through each step of the process, and are always available for questions about how your plan is doing, and how to make it better.
Initial Meeting
Our first meeting is where we determine how well we would fit as your financial advisor, and you as our client. We want to make sure you are paired with the best team to help you to reach your financial goals, so it is crucial that we establish a strong relationship from the start.
Setting Your goals
Once we've determined that we are the right advisors for you the questions becomes, "What are your goals?" Whether it's retiring comfortably, buying a house, selling your business, or just accumulating wealth, we will work together to examine your current financial situation and develop a target that is achievable and important to you.
Creating Your Strategy
From those goals, we can create a plan that contains specific strategies designed to help you reach your targets. Through our years of experience we have developed numerous, proven strategies encompassing issues such as retirement planning, estate planning, tax minimization potential, and wealth transfer, but we still remain focused on customizing our approach to each client we work with.
Implementing Your Strategy
After discussing and refining your strategy, we will work closely with you to bring it to life. Using our firm tools we will assess logistics, tax impact, asset allocation adjustments, and saving/ benefit modifications to make sure we are best equipped to keep your plan on track.
Review
Ongoing communication is the foundation of successful collaboration. We will make sure you are kept up to date on your financial progress and will revise your strategy as circumstances change. This means maintaining a constant communication with you to make sure your concerns and request are always addressed.
Get Started!
To start working with us, please reach out via email by clicking the mail icon on the home page, clicking the "Contact Me" button on the home page, or sending an email to Mitchell.M.Tordjman@morganstanley.com
Upcoming Firm Events
The Lessons in Leadership Virtual Event Series will continue throughout 2025.
Check back soon for details on upcoming events.
Investor Resources
Morgan Stanley's comprehensive suite of digital resources has carefully been designed to help enhance each aspect of your financial portfolio. Take some time to learn about some of the many Modern Wealth Management resources that we offer to our clients.
Morgan Stanley Online
Your investments and everyday finances are always just a few clicks away with Morgan Stanley Online (MSO) and the Morgan Stanley mobile app! Access your finances and invest in an instant with the help of this hand resource that is available 24/7.
Total Wealth View
Complete your financial profile with Total Wealth View. By linking your external account information, you will benefit from more educated and holistic wealth planning, and convenient connectivity.
MS Reserved
Reserved Living & Giving is a tiered complimentary loyalty program that rewards clients with over one million dollars in assets and liabilities invested at the firm. The program is designed to enhance your lifestyle and relationship with the firm beyond traditional wealth management services.
Portfolio Risk Platform
Morgan Stanley's Portfolio Risk Platform is powered by BlackRock's Aladdin risk engine, a state of the art, innovative risk engine used by several of the world's largest institutional asset managers, providing you with comprehensive risk analytics and a sophisticated view of the risk/ return dichotomy across your financial portfolios. This helpful tool can assist you in making educated investment decisions with increased confidence.
Client Service Team
Sal Fradella - Client Service Associate
Phone:
(212) 883-8118(212) 883-8118
Sal is a Registered Service Associate here at Morgan Stanley. His main objective is to make client’s Investing/Banking experiences as smooth and efficient as possible. Sal is always available to assist clients with whatever questions or needs they have.
Sal has been in the Wealth Management Industry since 2019. He currently holds his Series 7 and Series 66 FINRA Registrations.
Sal grew up on Long Island where he went to Chaminade High School. Sal went on to play Division 1 Baseball at Villanova University. He then transferred to Fairfield University where he graduated with a BA in Finance.
Sal has been in the Wealth Management Industry since 2019. He currently holds his Series 7 and Series 66 FINRA Registrations.
Sal grew up on Long Island where he went to Chaminade High School. Sal went on to play Division 1 Baseball at Villanova University. He then transferred to Fairfield University where he graduated with a BA in Finance.
Location
55 East 52nd Street 10th
Fl
New York, NY 10055
US
Direct:
(212) 883-8113(212) 883-8113
The Power of Partnerships
By partnering with experienced individuals across wealth disciplines, Morgan Stanley Financial Advisors can align specialized resources with your custom needs and deliver strategic guidance through the familiarity and trust of existing relationships
About Matthew Guarini
Matthew Guarini is an Associate Private Banker serving Morgan Stanley Wealth Management offices in New York.
Associate Private Bankers partner with Private Bankers and Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash
management and lending solutions.
Matthew began his career in financial services in 2004 and joined Morgan Stanley in 2024 as an Associate Private Banker. Prior to joining the firm, he was a Regional Manager at Bank of America.
Matthew is a graduate of Bucknell University, where he received a Bachelor of Arts in Economics, and The University of Scranton, where he received a Master of Business Administration. He lives in Long Island, NY with his family. Outside of the office, Matthew enjoys spending time with family, playing basketball and dedicating time to causes such as Autism Awareness and food insecurity.
Associate Private Bankers partner with Private Bankers and Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash
management and lending solutions.
Matthew began his career in financial services in 2004 and joined Morgan Stanley in 2024 as an Associate Private Banker. Prior to joining the firm, he was a Regional Manager at Bank of America.
Matthew is a graduate of Bucknell University, where he received a Bachelor of Arts in Economics, and The University of Scranton, where he received a Master of Business Administration. He lives in Long Island, NY with his family. Outside of the office, Matthew enjoys spending time with family, playing basketball and dedicating time to causes such as Autism Awareness and food insecurity.
NMLS#: 2598020
Private Bankers, Ultra High Net Worth ("UHNW") Specialists, PBG Market Managers, Lending Advisors, Mortgage Consultants, Regional Mortgage Specialist, Cash Management Specialists, Associate Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Banking products and services are offered by Morgan Stanley Private Bank, National Association, Member FDIC.
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
Banking products and services are offered by Morgan Stanley Private Bank, National Association, Member FDIC.
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
Wealth Management
Global Investment Office
Portfolio Insights
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
A Simple Six-Step Retirement Checkup
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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
Rational Investing in an Age of Uncertainty
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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
529 Plans: A Powerful Tool to Save for Education
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Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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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
Ready to start a conversation? Contact Mitchell Tordjman today.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
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 appropriate 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”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
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.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
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 appropriate 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”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
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.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
CRC 4665150 (8/2025)
