Adam Razov
Executive Director, Market Manager
Phone:
(516) 336-0701(516) 336-0701
Morgan Stanley
North Shore Branch Office
You define success, we help you achieve it
Two Jericho Plaza
Jericho, NY 11753
US
Branch:
(516) 336-0700(516) 336-0700
Toll-Free:
(800) 488-4083(800) 488-4083
Branch Manager
Adam RazovPhone:
(516) 336-0701(516) 336-0701
About Morgan Stanley North Shore Branch
Our Financial Advisors strive to earn the trust of many individuals, families and institutions while helping them achieve their goals. With a full suite of services, our objective is to deliver the resources that can best accomplish each client’s unique goals.
We look forward to working together.
We look forward to working together.
Services Provided
- Retirement PlanningFootnote1
- Saving for CollegeFootnote2
- Maintaining Cash Flow
- Long-term Care InsuranceFootnote3
- Traditional Investments
- Alternative InvestmentsFootnote4
- Insurance ServicesFootnote5
- Investing with ImpactFootnote6
- Legacy PlanningFootnote7
- Succession PlanningFootnote8
- Family Mission Statements
- Next Generation EducationFootnote9
- Lending SolutionsFootnote10
- Cash Management SolutionsFootnote11
Our Team at Morgan Stanley North Shore Branch
Suzanne Cahn
Branch Administrator
Phone:
(516) 336-0804(516) 336-0804
Donna Evans
First Vice President, Risk Officer
Phone:
(516) 336-0710(516) 336-0710
Keith Nubel
Vice President, Business Service Officer
Phone:
(516) 336-0750(516) 336-0750
About Adam Razov
Adam Razov is the Market Manager for the North Shore (Jericho) office in the Western Long Island Market. Previously, he held the Associate Market Manager title as well as Business Development Manager within the Market. In all roles he is responsible for driving revenue and asset growth among a talented and diverse group of Financial Advisors and teams.
Adam began his career at New York Life in 2001 as a Registered Agent. In 2006, Adam joined Merrill Lynch as a Senior Specialist and worked in various roles within wealth management. Adam joined Morgan Stanley in 2014.
Adam is a graduate of Long Island University with a degree in Business Administration. He resides in East Northport with his wife Caren and their two children Jackson and Charliese. Adam and his family are involved with various local organizations.
Adam began his career at New York Life in 2001 as a Registered Agent. In 2006, Adam joined Merrill Lynch as a Senior Specialist and worked in various roles within wealth management. Adam joined Morgan Stanley in 2014.
Adam is a graduate of Long Island University with a degree in Business Administration. He resides in East Northport with his wife Caren and their two children Jackson and Charliese. Adam and his family are involved with various local organizations.
About Suzanne Cahn
Suzanne Cahn is a Branch Administrator for the Western Long Island Complex. Suzanne is based in the Jericho NY location. Primary responsibilities in the Jericho office are to assist the Branch Manager with recruit transition, meetings and expenses as well as assisting the Financial Advisors with meetings and expenses. Suzanne started in the industry in 1996 as an intern at UBS and then shortly after became the Branch Administrator at UBS. In 2013, joined Morgan Stanley in Jericho as the Branch Administrator. During free time, Suzanne enjoys being with family, friends, going out to dinner, hiking and traveling.
About Donna Evans
Donna Evans is the Risk Officer. Her primary responsibility is to help ensure Financial Advisors comply with prevailing regulations. To facilitate this objective, Donna monitors account activity through various reports and troubleshoot problems as they arise. Donna also works with recruits to help ensure their business is transferred to Morgan Stanley in an efficient and timely manner. Donna, a First Vice President, has been dealing with risk-related issues since assuming her first job in 1978, as a Branch Manager assistant and Operations Manager with Dean Witter. Before assuming her current position in 2008, Donna was a Complex Administrative Manager at Merrill Lynch and held a similar position at Advest in New York City. Prior to working with Advest, she was a Branch Operations manager at Wachovia Securities, worked on a trading desk at Adams Cohen in Great Neck, NY and served in an operations capacity at Prudential Securities, E.F. Hutton and Ladenburg Thalman. During her free time, Donna enjoys being with her family, reading, painting and traveling.
“I try to make the process of risk compliance as easy and comfortable as possible for our Financial Advisors.” – Donna Evans
“I try to make the process of risk compliance as easy and comfortable as possible for our Financial Advisors.” – Donna Evans
Securities Agent: CA, CT, FL, ME, NJ, NY, PA, VI; Investment Advisor Representative; BM/Supervisor; General Securities Representative; Managed Futures
About Keith Nubel
Keith Nubel is the Business Service Officer for the Jericho, NY office. Keith has been with Morgan Stanley for over a year and a half. Prior to Morgan Stanley, Keith was at UBS where he worked as a Market Service Manager and a Branch Operations Manager for their Private Wealth Management Division. He was responsible for all operational functions and supporting their Ultra-High Net Worth Business. Prior to UBS, he worked at Scottrade and Oppenheimer. Keith graduated from Binghamton University and lives in Bethpage with his wife and two young daughters.
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Branch Address
Two Jericho Plaza
Jericho, NY 11753
US
Branch:
(516) 336-0700(516) 336-0700
Toll-Free:
(800) 488-4083(800) 488-4083
Fax:
(516) 336-0735(516) 336-0735
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.
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.
3Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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.
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, charitable giving, philanthropic planning and other legal matters.
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.
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
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
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
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.
3Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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.
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, charitable giving, philanthropic planning and other legal matters.
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.
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
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
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