About Reuben Birnbaum
Reuben Birnbaum, CRPC®, is a Partner of The 58 Group at Morgan Stanley.
As a CHARTERED RETIREMENT PLANNING COUNSELOR™, Family Wealth Advisor and Portfolio Manager at Morgan Stanley, Reuben has helped clients address their financial concerns and develop sound strategies by focusing on each individual's specific needs for over 20 years. Relying on his extensive experience, his responsibilities for the group include: (i) coordinating the operational efficiencies of the entire group; (ii) portfolio management idea generation; and (iii) employee mentoring.
Prior to his extensive career as a financial advisor, Reuben earned a B.B.A. in Finance from SUNY New Paltz, and he holds the Series 7, 63, 65, 9, 10 registrations.
Reuben resides in the Melville, LI area, and he and his wife have 4 children. They are very active in the Special Needs community.
Securities Agent: WY, WV, WA, VT, VI, UT, TX, TN, SC, RI, PR, PA, OR, OK, OH, NV, NM, NJ, NH, NE, ND, NC, MT, MS, MO, NY, MN, MI, MD, MA, LA, KY, KS, SD, IN, IL, ID, VA, IA, HI, GA, WI, FL, DE, DC, CT, CO, CA, AZ, AR, AL, AK, ME; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1301175