Nathaniel Kukurudz
Financial Advisor
Sueanne L Schulman, CFP®
Senior Vice President,
Financial Advisor,
Senior Portfolio Management Director
Direct:
(212) 230-3648(212) 230-3648
Toll-Free:
(800) 654-1557(800) 654-1557
My Mission Statement
I use my experience, knowledge and core principles to provide planning, investment solutions and thoughtful advice for every decision involving money.
Welcome
Every day, people deal with complex decisions involving money, often without sufficient time, knowledge or understanding. And these decisions matter; choosing correctly (or incorrectly) can dramatically affect their future.
When making our life-altering decisions, we typically seek help from a professional, someone with the proper skills, experience, education and background – doctors for our health, lawyers for legal issues. But who do we turn to for help with money?
That’s the role I can fill for my clients.
My clients want a sound investment strategy, of course … but they also want rigorous thinking and thoughtful advice for day-to-day decisions. At times, they simply want a sounding board.
With my experience and training, I can offer comprehensive advice. My logical, practical approach is focused on client goals. And I prefer proactive and caring relationships to help my clients feel confident in their choices.
When making our life-altering decisions, we typically seek help from a professional, someone with the proper skills, experience, education and background – doctors for our health, lawyers for legal issues. But who do we turn to for help with money?
That’s the role I can fill for my clients.
My clients want a sound investment strategy, of course … but they also want rigorous thinking and thoughtful advice for day-to-day decisions. At times, they simply want a sounding board.
With my experience and training, I can offer comprehensive advice. My logical, practical approach is focused on client goals. And I prefer proactive and caring relationships to help my clients feel confident in their choices.
Securities Agent: CO, OH, NV, MI, TX, NH, AZ, WI, MN, ME, CT, VT, VA, SC, PA, GA, CA, UT, MA, DE, WA, OR, MD, IL, FL, DC, NC, HI, RI, NY, NJ; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1265032
NMLS#: 1265032
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Morgan Stanley's Century Club 2019, 2020, 2021, 2022, 2025
Sueanne Schulman named to Morgan Stanley's Century Club, an elite group composed of the firm's top Financial Advisors.
Century Club Press ReleaseWorking Mother & SHOOK Research's Top Wealth Advisor Moms 2020, 2021
Sueanne Schulman recognized among Working Mother & SHOOK Research's Top Wealth Advisor Moms 2021.
Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms
Source: Workingmother.com (Awarded Oct 2021) Data compiled by SHOOK Research LLC based on time period from 3/31/20 - 3/31/21.
Read the Press ReleaseWorking Mother Magazine & SHOOK Research's Top Wealth Advisor Moms
Source: Workingmother.com (Awarded Oct 2021) Data compiled by SHOOK Research LLC based on time period from 3/31/20 - 3/31/21.
Forbes Top Women Wealth Advisors 2021, 2025
Sueanne Schulman named to Forbes Top Women Wealth Advisors of 2021 and 2025.
Forbes America's Top Women Wealth Advisors
Source: Forbes.com (Awarded Mar 2021 and Feb 2025) Data compiled by SHOOK Research LLC based on time period from 9/30/19 - 9/30/20, 2/10/25-2/10/26.
Read the Press ReleaseForbes America's Top Women Wealth Advisors
Source: Forbes.com (Awarded Mar 2021 and Feb 2025) Data compiled by SHOOK Research LLC based on time period from 9/30/19 - 9/30/20, 2/10/25-2/10/26.
Forbes Top Women Wealth Advisors 2020, 2021, 2022
Sueanne Schulman named to Forbes Top Women Wealth Advisors of 2020.
Forbes America's Top Women Wealth Advisors
Source: Forbes.com (Awarded Apr 2020) Data compiled by SHOOK Research LLC based on time period from 9/30/18 - 9/30/19.
Read the Press ReleaseForbes America's Top Women Wealth Advisors
Source: Forbes.com (Awarded Apr 2020) Data compiled by SHOOK Research LLC based on time period from 9/30/18 - 9/30/19.
Working Mother & SHOOK Research's Top Wealth Advisor Moms 2020
Sueanne Schulman recognized among Working Mother & SHOOK Research's Top Wealth Advisor Moms 2020.
Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms
Source: Workingmother.com (Awarded Oct 2020) Data compiled by SHOOK Research LLC based on time period from 3/31/19 - 3/31/20.
Read the Press ReleaseWorking Mother Magazine & SHOOK Research's Top Wealth Advisor Moms
Source: Workingmother.com (Awarded Oct 2020) Data compiled by SHOOK Research LLC based on time period from 3/31/19 - 3/31/20.
Morgan Stanley's Century Club
Sueanne Schulman named to Morgan Stanley's Century Club, an elite group composed of the firm's top Financial Advisors.
Read the Press Release
HER Way Program History
In November 2017, Sueanne Schulman, Sharon Cunningham and 12 other female financial advisors at Morgan Stanley’s 522 5th Avenue office created and hosted Morgan Stanley’s first-ever HER Day. The goal of the event was to create an immersive experience to explore themes of health and wellness, personal and professional development, wealth, and philanthropy in a storytelling format, in sessions coined HER Talks. Featured speakers for the event included Gloria Steinem, a founder of Ms Magazine and the modern women’s movement, Bobbi Brown, lifestyle and beauty entrepreneur, and Shelley O'Connor, Co-Head of Morgan Stanley Wealth Management.
The event reached over 1,000 women – 100 invitees in the room and others through a nationwide webcast. To build on the momentum of HER Day, in 2018 HER Way was launched.
HER Way’s mission is simple: ENGAGE, EMBRACE and EMPOWER women to live their best financial and personal lives. We do this by curating content and hosting regular events featuring dynamic speakers taking about the financial and personal issues that are important to women.
Want to learn more? E-mail minerva.flores@morganstanley.com to be added to our HER Way invite list for upcoming events.
The event reached over 1,000 women – 100 invitees in the room and others through a nationwide webcast. To build on the momentum of HER Day, in 2018 HER Way was launched.
HER Way’s mission is simple: ENGAGE, EMBRACE and EMPOWER women to live their best financial and personal lives. We do this by curating content and hosting regular events featuring dynamic speakers taking about the financial and personal issues that are important to women.
Want to learn more? E-mail minerva.flores@morganstanley.com to be added to our HER Way invite list for upcoming events.
Location
55 East 52nd Street 10th
Fl
New York, NY 10055
US
Direct:
(212) 230-3648(212) 230-3648
Toll-Free:
(800) 654-1557(800) 654-1557
Fax:
(212) 230-3473(212) 230-3473
Meet My Team
Daniel Hoffman
Registered Client Relationship Analyst
About Nathaniel Kukurudz
Nathaniel obtained his Bachelor’s in Economics Summa Cum Laude from Yeshiva University and then obtained a dual Master’s Degree with Merit at Sciences Po Paris and the London School of Economics, which had the unforeseen and happy consequence of allowing him to meet his wife Lea during his studies in Paris.
He most recently worked as an investment professional in a Pan-European Real Estate Private Equity fund and moved together with his wife to New York two years ago. Outside of work you can find Nathaniel cycling and scouring the city for the best pastry shops it offers.
Nathaniel brings a well-rounded educational and professional background to the team.
He most recently worked as an investment professional in a Pan-European Real Estate Private Equity fund and moved together with his wife to New York two years ago. Outside of work you can find Nathaniel cycling and scouring the city for the best pastry shops it offers.
Nathaniel brings a well-rounded educational and professional background to the team.
About Daniel Hoffman
Dan graduated from the University at Buffalo in 2021 with a Bachelor's degree in Business Finance. After graduating, he joined Morgan Stanley as a Virtual Engagement Associate. He became fully registered passing his Series 7, 63, and 65 exams.
Dan was born and raised in Rockland County, New York. Outside of work, you can find him spending time with family and friends, as well as playing softball and kickball in Central Park. He is also a loyal Yankees, Jets, and Knicks fan! His ability to blend a strong work ethic with a lively spirit is the reason he thrives in maintaining client relationships, and ensuring personalized support that goes beyond transactions.
Dan was born and raised in Rockland County, New York. Outside of work, you can find him spending time with family and friends, as well as playing softball and kickball in Central Park. He is also a loyal Yankees, Jets, and Knicks fan! His ability to blend a strong work ethic with a lively spirit is the reason he thrives in maintaining client relationships, and ensuring personalized support that goes beyond transactions.
Wealth Management
From My Desk
Building a Family Enterprise That Lasts
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
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
Are You Prepared for Tax Day?
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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
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Mosaic
Explore ideas and inspiration with captivating, original lifestyle stories created exclusively for Morgan Stanley clients.
A Change of Greenery
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Ready to start a conversation? Contact Sueanne L Schulman 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.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
2Morgan 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.
3Morgan 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 or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
4When 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.
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
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
2Morgan 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.
3Morgan 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 or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
4When 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.
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)
