Our Story

Our goal is to be your primary source for financial advice. In essence, we view ourselves as a personal CFO for each of our clients. We help advise successful individuals and institutions on how to protect and grow their assets through customized financial planning.
Services Include
  • Financial Planning1
  • Retirement Planning2
  • Asset Management3
  • Estate Planning Strategies4
  • Lending Products
  • Life Insurance5
  • Executive Financial Services6
  • Corporate Retirement Plans7
  • Endowments and Foundations8
  • Divorce Financial Analysis9
Check the background of Our Firm and Investment Professional on FINRA's BrokerCheck.*

Experience

We are a New York-based team of talented financial professionals with distinct and complementary capabilities, perspectives and experience. Collectively, we hold some of the highest industry credentials and we have been recognized as thought leaders by The New York Times Business Section, Barrons, The Financial Times, and New York Magazine.

    Working With You

    Our approach to client service is simple – we put you at the center of everything we do. We recognize that getting to know you is essential to success, so we are focused on active listening and collaboration. The more we know about you, the better we understand your needs and what you want to accomplish by working with us.

    More than anything, it is our passion to help our clients achieve their financial goals and to create a lasting relationship. Many of our clients have been with us for decades, and often our relationships are multi-generational. We are vested in our clients, their families and their businesses.

      Awards

      • David Beyer - Barron's Top 1,200 Financial Advisors State-by-State List (2014, 2015, 2016, 2017 and 2018)
      • David Beyer - Morgan Stanley Chairman's Club Advisor (2009 - Present)
      • Mitchell Stein - New York Magazine's Five Star Wealth Manager (2015, 2016 and 2017)
      • David Beyer - Financial Times' Top 400 Financial Advisors in the United States (2013, 2014 and 2017)
      • David Beyer – Forbes Magazine’s List of Best-in-State Wealth Advisors (2018)
      • Mitchell Stein – Forbes Magazine’s List of Best-in-State Wealth Advisors (2018)

      Clients

      We strive to successfully lead our clients to transition smoothly through major life changes. We are loyal advocates and experienced wealth managers who do our best work during periods of change. The complexity of a transitional event does not hinder our work; it actually drives us to uncover important issues as we create a holistic solution specific to your financial needs.

      With change comes opportunity, and indecision can be expensive. Whether you are selling a business, changing careers, or newly single, we will make sure you are effectively positioned to move forward with clarity and confidence.

      Location

      522 5th Avenue
      15th Floor
      New York, NY 10036
      US
      Direct:
      (212) 296-1008(212) 296-1008
      Toll Free:
      (866) 956-2369(866) 956-2369

      Meet The Beyer Stein Group

      Photo of David Beyer

      David Beyer

      Managing Director, Wealth Management, Wealth Advisor, Senior Portfolio Management Director, Alternative Investments Director, Sports and Entertainment Director

      Phone:
      (212) 296-1008(212) 296-1008
      Photo of Mitchell Stein

      Mitchell Stein, CFP®

      Senior Vice President, Wealth Advisor, Senior Portfolio Management Director, Alternative Investments Director, Sports and Entertainment Director

      Phone:
      (212) 296-1009(212) 296-1009

      About Me

      With over 40 years of experience, David has established himself as one of the most dynamic and well respected financial advisors in the industry. It is David’s sincere approach to building long-term relationships and his genuine empathy that distinguish him among his peers.

      David is the founding member of The Beyer Stein Group where he coordinates and manages the day-to-day operations. David’s focus on asset management, financial planning, concentrated equity and wealth transfer strategies has helped him earn and retain the trust and confidence of each and every one of his clients.

      David has been recognized as a leader at Morgan Stanley and within the industry. In 2014, 2015, 2016, 2017 and 2018, David was named to Barron’s America’s Top 1200 Advisors: State by State list. He was named to Forbes Magazine's inaugural List of America's Top Wealth Advisors: State-by-State in 2018. Financial Times also recognized him as one of the Top 400 Financial Advisors in the United States for 2013, 2014, 2017 and 2018. Since joining Morgan Stanley, David has been a member of their prestigious Chairman’s Club, an honor granted to the Firm’s most accomplished financial advisors.

      Prior to joining Morgan Stanley, David worked at UBS for over 20 years where he was one of the pioneers of the Investment Consulting Process. He has been featured in multiple publications including The New York Times, Registered Rep magazine, On Wall Street magazine and has given presentations on a wide range of topics including portfolio and risk management. David maintains his Series 7, 8, 63, 65, as well as his Life Insurance and Variable Annuity licenses. He graduated from Hofstra University with a BBA in finance. He has three children, Jared, Amanda, and Sam, and he currently resides in New York City with his wife, Tracey.
      Securities Agent: AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, MA, MD, ME, MN, NC, NJ, NM, NY, OH, PA, RI, SC, TX, UT, VA, WA; Investment Advisor Representative; BM/Supervisor; General Securities Representative
      NMLS#: 1262190

      About Me

      Mitch joined The Beyer Stein Group in 2005 after working for several years at UBS. Mitch has gained critical insight into investor behavior and built a strong reputation for delivering comprehensive wealth management to high net worth and ultra high net worth clients. Mitch was named to Forbes Magazine's inaugural List of America's Top Wealth Advisors: State-by-State in 2018. He was also recognized as a 2015, 2016 and 2017 Five Star Wealth Manager in New York City.

      Mitch is a CERTIFIED FINANCIAL PLANNER™ practitioner and heads the team’s financial planning efforts. He has extensive training in retirement planning, estate planning, gifting strategies, insurance, and lending services. Mitch also leverages years of experience in equity research and sales to oversee each client’s asset allocation and custom investment portfolio construction.

      Mitch maintains his Series 7, 63, 65, and Life Insurance and Variable Annuity licenses. Mitch graduated with highest distinction from The Pennsylvania State University with a Bachelor of Science degree in finance. He now resides in New Jersey with his wife, Ellyn and their children, Hallie and Jake.
      Securities Agent: AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, MA, MD, ME, MN, NC, NJ, NM, NY, OH, PA, RI, SC, TX, UT, VA, WA; Investment Advisor Representative; General Securities Representative
      NMLS#: 1261884

      About Me

      Tiffany leverages over a decade of experience in providing concierge level service to our clients. She places equal importance on all client issues and concerns and sees the resolution of each one through to completion. Fulfilling the client need is central to her role. She is an invaluable collaborator.

      Tiffany oversees all aspects of the team’s operational controls and administrative procedures. She assists clients with account opening, online service enrollment, account maintenance, trading, and disbursements. She also prepares customized portfolio reviews to ensure clients are on track to meet their objectives.

      Prior to her tenure on the team, she worked for a California office of UBS for two years. She graduated with a Bachelor of Science in Management from The University of California – San Diego. She maintains her Series 7, 66 and Life Insurance and Variable Annuity licenses.

      About Me

      Vanita comes to the team as a resource in financial planning with a background in law. She utilizes her diverse skill set to support the team’s efforts in advanced financial planning and investment consulting. She creates customized simulations to demonstrate the probability of meeting future financial goals (i.e. retirement, real estate investments, wealth transfer and legacy planning). She also provides clients with personalized cash flow analysis.

      As a former attorney, Vanita worked with the law firm of Sagat|Burton LLP before beginning her career at Morgan Stanley. She earned her Bachelor of Arts from Vassar College and then her Juris Doctor from Stetson University College of Law. She maintains her Series 7, 66 and Life, Accident and Health Insurance licenses.

      About Me

      Viktoriya's comprehensive knowledge of firm resources, platforms and products allows her to offer outstanding administrative support to clients and to promptly address their inquiries. She assists clients with account opening, account maintenance, trading and disbursements. She also serves as a liaison between clients and their other trusted advisors to ensure that the team takes a holistic approach to a client's overall financial picture.

      Prior to joining the team, Viktoriya worked with the accounting firm of ERPS Inc. She received her Bachelor of Science from the University of Central Florida and her Master of Science in Finance from the Zicklin School of Business at Baruch College.
      From Our Team

      David Beyer Named to Forbes Magazine's 2019 List of America's Best-in-State Wealth Advisors


      Investment and Market Perspectives

      On the Markets

      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
      The Simple Six-Step Retirement Checkup

      The Simple Six-Step Retirement Checkup

      Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

      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
      Five Smart Strategies to Use a Bonus or Raise

      Five Smart Strategies to Use a Bonus or Raise

      Have extra money coming in? Here are ways to put your money to work for you now, so you can reap the rewards down the road.

      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
      Financial Transition: A Guide for Women

      Financial Transition: A Guide for Women

      Here's how to take control of your finances if a death or divorce leaves you holding the reins.

      Business Planning

      Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
      • Succession Planning
      • Business Planning
      • Retirement Plan Sponsors
      • Qualified Retirement Plans
      • Corporate Pension Funds
      6 Keys to Building a Startup

      6 Keys to Building a Startup

      Entrepreneurs share ideas and learnings from the experience of starting a company.

      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
      A New Roadmap for Mission Alignment

      A New Roadmap for Mission Alignment

      Non-profits, foundations and endowments need to ensure that their sources of capital are in sync with their stated goals.

      Insights and Outcomes

      Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.
      Art as An Asset
      CRC 2274738 01/19

      Art as An Asset

      Art may play a significant role in the context of a collector's overall wealth. Generally, a collector may differentiate financial assets, including stocks, bonds and real estate, from other possessions, such as art.

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      With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
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      With the Morgan Stanley Mobile App, you’ll have the freedom to manage your investments and instantly access a suite of personal cash management tools.
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      Reserved | Living & Giving

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      Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
      Learn more about Reserved | Living & Giving
      Ready to start a conversation? Contact The Beyer Stein Group today.
      Market Information Delayed 20 Minutes
      Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

      1Morgan 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.

      2Morgan 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.

      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.

      4Morgan 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.

      5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

      6Tax laws are complex and 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 and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

      7Tax laws are complex and 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 and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

      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.

      9Morgan 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.

      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 suitable 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.

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      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.


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