About Us

As the administrator of your company’s equity compensation plan, we pride ourselves on helping you manage your awards effectively.  We are here to provide easy access to your account, answer questions about your awards and handle your transactions accurately and conveniently.

More specifically, we help successful executives and their families create comprehensive wealth plans based on their unique goals, challenges and circumstances.  Our detailed knowledge of their plans allows us to begin the planning conversation at a higher level, providing clear insight into one of the more prominent and complex drivers of their financial success.
Services Include
  • Stock Option Plans1
  • Stock Purchase Plans
  • Wealth Management2
  • Asset Management3
  • Financial Planning4
  • 401(k) Rollovers
  • Lending Products
  • Retirement Planning5
  • Executive Financial Services6
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Experience

The Burrows Strzelecki Group is one of Morgan Stanley’s largest corporate services teams with a concentration in equity plan administration.  We leverage our team's unique skillset and 90+ years of core team experience to effectively deliver industry-leading technology and service solutions to our corporate clients, complemented by high-touch, white-glove service to our corporate executive population.

    Location

    855 Franklin Avenue
    Garden City, NY 11530
    US
    Direct:
    (516) 227-5617(516) 227-5617
    Toll-Free:
    (800) 645-8600(800) 645-8600

    Meet The Burrows Strzelecki Group

    About Me

    Bruce A. Burrows is a Managing Director and Stock Plan Director at Morgan Stanley.  He co-heads The Burrows Strzelecki Group, a team of 30 highly qualified and experienced Financial Advisors, Sales Assistants, Administrators, and Relationship Managers focusing on corporate services including stock plan administration and controlled/restricted stock services. 

    Bruce limits his practice to working closely with a select group of corporate executives helping them achieve all that is important to them.  His wealth management service model includes a five meeting process that begins with an exploratory discovery meeting.  Through this process he selects clients with whom he can have a high impact.  Bruce collaborates with his clients to help address their advanced planning needs and help them make smart decisions about their money.

    Bruce is currently a member of Morgan Stanley’s President Council, which honors outstanding performance by Financial Advisors.  He works with professionals within different departments of Morgan Stanley who share their expertise for the benefit of his clients, creating comprehensive personalized wealth management strategies. By helping his clients set clear goals and developing a roadmap to tackling challenging wealth management problems, Bruce helps simplify his clients’ financial lives.

    Bruce has been with Morgan Stanley and its predecessor firms since 1992 and is committed to leading his clients through difficult markets and complicated wealth management challenges.  Bruce received a Bachelor of Science degree in Finance with a minor in Economics, from The American University in Washington DC.  Bruce resides in Manhasset, New York with his wife Tone and their two sons.
    Securities Agent: WY, WV, WI, WA, VT, VI, VA, UT, TX, TN, SD, SC, RI, PR, PA, OR, OK, OH, NY, NV, NM, NJ, NH, NE, ND, NC, MT, MS, MO, MN, MI, ME, MD, MA, LA, KY, KS, IN, IL, ID, IA, HI, GA, FL, DE, DC, CT, CO, CA, AZ, AR, AL, AK; Managed Futures; Transactional Futures/Commodities; General Securities Representative
    NMLS#: 1278726

    About Me

    Steven Strzelecki is a Managing Director and Corporate Client Group Director at Morgan Stanley.  He co-heads The Burrows Strzelecki Group, a team of 30 highly qualified and experienced Financial Advisors, Sales Assistants, Administrators, and Relationship Managers focusing on corporate services including stock plan administration and controlled/restricted stock services.  The Group is complemented by a network of approximately 100 Financial Advisor Teams who service and educate stock plan employees.


    Steve joined Morgan Stanley (and its predecessor firms) in 1998.  Prior to his current role, Steven held various positions within the firm, including Business Development Director and Relationship Manager.  He is a Certified Equity Professional (CEP), a member of the National Association of Stock Plan Professionals, and is Series 7 & 63 registered.  Before joining Morgan, he worked as an Account Executive with Joseph Stevens & Company, a boutique Investment Bank.
    Securities Agent: TX, WY, WV, WI, WA, VT, VI, VA, UT, TN, SD, SC, RI, PR, PA, OR, OK, OH, NY, NV, NM, NJ, NH, NE, ND, NC, MT, MS, MO, MN, MI, ME, MD, MA, LA, KY, KS, IN, IL, ID, IA, HI, GA, FL, DE, DC, CT, CO, CA, AZ, AR, AL, AK; General Securities Representative; Investment Advisor Representative
    NMLS#: 1479399

    About Me

    Aaron Silberman started his career at Morgan Stanley (and its predecessor firms) in 2006 and has focused his career working with Equity Compensation professionals and Wealth Management advisors.  He graduated from the University of California Santa Barbara in 2005 with a double major in Economics and Global Studies and got his Master's in Business from NYU Stern in 2015. 

    Aaron currently manages the Business Development efforts for The Burrows Strzelecki Group while supporting the needs of the teams Corporate Clients.  Aaron lives in Manhattan and spends his free time playing squash and running around with his 10 year old daughter.

    About Me

    Toni Carlo started her career at Morgan Stanley (and its predecessor firms) in 1987. Toni, as Group Director, holds a senior level position that serves as lead administrator with a focus on administrative functions for The Burrows Strzelecki Group including client service & overseeing team coordination.

    About Me

    Douglas started at Morgan Stanley in 1998 and has focused on managing our Executive Stock Plan Team. He graduated from Hofstra University with a B.A in Business Administration.  Currently Douglas focuses on 10B5-1, Equity Trading, and Co-Heads the Administration  for the Burrows Strzelecki Group.

    Strategic Partners

    The Experience to Guide You
    Our steadfast committment is to enhance the advice you receive. Working in partnership allows us the opportunity to provide a more holistic approach to help you manage and meet your wealth management goals head-on.
    From Our Team

    Bruce Burrows Press Press Release Forbes Top State by State FAs


    Investment and Market Perspectives

    On the Markets

    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
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    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
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    Insights and Outcomes

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    Ready to start a conversation? Contact The Burrows Strzelecki Group today.
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    1Morgan 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.

    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 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.

    5Morgan 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.

    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.

    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.

    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.


    CRC 2019752 10/2018