Seth Bronheim, CFP®
Vice President, Wealth Management,
Financial Advisor,
CERTIFIED FINANCIAL PLANNER®,
Workplace Advisor – Equity Compensation
Direct:
(212) 893-7601(212) 893-7601
My Mission Statement
To help you control what you can, recognize what you can't and plan for what matters to you and your family.
My Story and Services
Seth Bronheim is a Financial Advisor and Certified Financial Planner™ on The SVS Wealth Management Team at Morgan Stanley. As a CFP®, he uses a multi-step financial planning process to help clients discover and achieve their goals. This lifecycle financial planning process is on-going as different situations change a clients’ needs over time whether that is buying a new or second home, starting a business, preparing for retirement, or switching jobs. He focuses on creating a flexible financial plan that can change and adapt throughout clients’ life. Seth is a CFP® professional with extensive training in Financial Planning and Risk Management, Tax Planning, Investment Planning, Retirement Planning, and Estate Planning strategies. Seth lives in Larchmont, NY with his wife, Ilana, two daughters, Liv and CC, son, Bert, and their dog, Tony. He serves on the Larchmont Temple Brotherhood Board as the Treasurer. He is also an avid tennis player with the USTA Westchester Section.
Securities Agent: ID, AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, 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, VI, VT, WA, WI, WV, WY, AL; General Securities Representative; Investment Advisor Representative
NMLS#: 1956792
NMLS#: 1956792
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Upcoming Firm Events
We hope you will join us for this upcoming event.
AI Revolution: The Breakthrough, the Buzz and a Blueprint for the Future
We invite you to watch the replay from our thought-provoking conversation on artificial intelligence (AI) with James Dyett, OpenAI's Head of Enterprise & Strategic Sales, Keith Weiss, Morgan Stanley's Head of U.S. Software Research Jeff McMillan, Morgan Stanley's Head of Firmwide Artificial Intelligence, recorded on Monday, March 24.
CRC4303146 03/2025
Online
Additional Replays
Working With You
My goal is to help you build a financial plan that is as dynamic as you are. It’s not an easy task. It requires the collaboration of a team of specialists who go through all aspects of your financial life: Your assets and liabilities, insurance plans, employee benefits plan, social security estimates, and home mortgages.
I also want to know the nitty-gritty. I want to know if you’re thinking about buying a house, a car, and when it’s your son or daughter’s birthday. I want to learn about your family’s values, if you have any medical issues or health concerns. I also want to learn about your parents; are they stable financially, will you be the primary care-giver; what will their long-term care look like?
These may seem like small things, but by paying attention to the details I can help you make the best financial decisions possible. This is how, one day, I can help you achieve a lifestyle that is “work-optional.”
I also want to know the nitty-gritty. I want to know if you’re thinking about buying a house, a car, and when it’s your son or daughter’s birthday. I want to learn about your family’s values, if you have any medical issues or health concerns. I also want to learn about your parents; are they stable financially, will you be the primary care-giver; what will their long-term care look like?
These may seem like small things, but by paying attention to the details I can help you make the best financial decisions possible. This is how, one day, I can help you achieve a lifestyle that is “work-optional.”
Whatever your life entails, I am here to make sure your finances aren't a pain point while you navigate the rest. I work with clients at all stages of their journey, below are some of the major milestones where advice goes a long way.
Retiring
You have reached the finish line in your working career and are ready to enjoy the spoils of all your hard work! Let's discuss what savings you should target in order to live a peaceful retirement.
Starting or Selling a Business
Are you looking to save funds to start a new business or determining where to invest the funds from the business you just sold? We are prepared to support you with financial guidance no matter which position you find yourself in.
Starting a New Job
Congratulations on your new role! Whether this is your first job or a new endeavor we are ready to help you address your finances so you and your family feel secured during your transition.
Buying a Home
We can work on allocating your assets to help ensure you have the proper savings and financial security to purchase your dream home.
Starting a Family
Welcoming a new addition to the family is always a joyous occasion, but it can also create concerns financially. Let's work together to create an adaptable portfolio to help ensure you are prepared no matter what life brings.
Unexpected Changes
Life doesn't always go according to plan, but that doesn't mean we can't enjoy it. We will work with you to adjust your plan as we navigate the unexpected turns life has in store. Who knows they may lead you to some pretty great places!
Need help?
If you are having trouble utilizing the modern wealth management tools at our disposal or just want to learn more about their capabilities, check these guides out.
We also have the new tax tables, the millennial's guide to money, a cybersecurity webinar series, and more. This page will stay up to date with the the latest news and instructional information. If you have more questions, please contact me.
We also have the new tax tables, the millennial's guide to money, a cybersecurity webinar series, and more. This page will stay up to date with the the latest news and instructional information. If you have more questions, please contact me.
Digital Capabilities
Did you recently make the move to Morgan Stanley or have wondered what we can do for you with our digital tools?
Learn More
Total Wealth View + Aladdin
By uploading your financial data from outside Morgan Stanley, I can help you see a more complete picture and assess risk like nobody else can. In conjunction with the Aladdin Portfolio Risk Platform, I can manage your complete picture in one simple location.
Learn More
Millennial's Guide to Money
Young adults and their parents alike will find this useful guide to managing money early on. Avoid common pitfalls and set yourself (or your loved ones) up for success by clicking the link below.
The Millennial Playbook
The GIC Weekly
The Global Investment Committee's Lisa Shalett headlines this weekly look at markets, asset class performance and fixed income.
Read it Here
On The Markets (Monthly)
Detailed market commentary from Morgan Stanley's thought leaders on topics such as global equities, fixed income, monetary policy and more.
Read it Here
My Financial Education Videos
Check out my latest video on our take on how to look at your account statements and how we organize your money.
WatchLocation
399 Park Ave 12th
Fl
New York, NY 10022
US
Direct:
(212) 893-7601(212) 893-7601
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
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
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
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
Donor Advised Funds: A Smart Way to Manage Your Giving
Article Image
Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Ready to start a conversation? Contact Seth Bronheim today.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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.
2Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
3Morgan 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.
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.
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.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame 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
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.
2Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
3Morgan 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.
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.
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.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame 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
CRC 6491812 (04/2024)
