Our Story and Services

We thrive on our clients’ success and pride ourselves on providing investment solutions which help them to accomplish their goals. Our relationship will start with a comprehensive review of your goals, risk tolerance and lifestyle. We will spend time listening to you and together we will determine what financial goals you would like to achieve.

It is our belief that your investments must begin with a plan and a goal, and that every client is unique and requires a unique plan.

The combination of our personal service along with the global resources of Morgan Stanley help us provide you with sound financial advice, integrated solutions and intelligence across the world’s major markets.
Services Include
  • Professional Portfolio Management1
  • Retirement Planning2
  • Estate Planning Strategies3
  • 401(k) Rollovers
  • Asset Management4
  • Lending Products
  • Long Term Care Insurance5
Check the background of Our Firm and Investment Professional on FINRA's BrokerCheck.*

Working With You

We work as “translators” for our clients. We take the language of finance and turn it into understandable concepts. We do this by helping them with:

1) Financial Planning – We develop a comprehensive plan that incorporates all important aspects of our clients lives to help them reach their goals.
2) Investment Management – We build and manage customized portfolios using investment management processes developed by our team.
3) Our team is committed to bringing our insights and experiences in helping our clients.

    Events

    Location

    522 5th Avenue
    11th Floor
    New York, NY 10036
    US
    Direct:
    (212) 230-3505(212) 230-3505
    Toll Free:
    (800) 654-1557(800) 654-1557

    Meet The Cherkin Group

    About Me

    Roberta is a Financial Advisor with over 30 years of experience in the financial industry.  She and the team are committed to delivering comprehensive wealth planning and building long-lasting relationships with their clients.   Those that know her recognize that she is a strong believer in the importance of working hard, playing hard and helping others.  She has a passion for international travel that provides her with a grounded perspective into the global markets, a major component of many customized investment strategies.  
    Prior to becoming a Financial Advisor, she began her professional career as a Management Consultant at Grant Thornton and Bankers Trust Company.  Both of these experiences have provided her with a background understanding of how businesses work both domestically and internationally that enhances her skill in providing advice to clients.
    Roberta received a Master of Business Administration from the University of Chicago Booth School of Business and a Bachelor of Science in Accounting from C.W. Post College.  She currently lives with her husband, Michael, in New York City and East Hampton and enjoys playing tennis, yoga, running, the arts and spending time with family and friends.
    Securities Agent: CA, CO, CT, DC, FL, IL, MA, MD, ME, MO, NC, NH, NJ, NY, OH, OR, PA, TX, VA, WA, WI; General Securities Representative
    NMLS#: 1312659

    About Me

    Richard is a Financial Advisor with over 16 years of experience in the financial industry and has dedicated his career in helping clients achieve and maintain their financial success.  As a CERTIFIED FINANCIAL PLANNER™, he follows a disciplined approach that begins with a solid understanding of each client’s situation, goals, and objectives in order to tailor a highly individualized financial plan.  He also strives to deliver exceptional service and sound investment strategies.

    Richard is a native New Yorker and graduated from Cornell University with a Bachelor of Science and a Masters in Health Administration.  He currently lives in Nanuet, NY with his wife, Cindy, and daughter, Abigail.  Outside of the office, Richard enjoys traveling, golfing, hiking, fishing and is the President of the Cornell Club of Rockland.
    Securities Agent: CA, CO, CT, DC, FL, IL, MA, MD, ME, MO, NC, NH, NJ, NY, OH, OR, PA, TX, VA, WA, WI; Investment Advisor Representative; General Securities Representative; Managed Futures
    NMLS#: 1451592

    About Me

    Mai is a Senior Registered Client Associate with more than 16 years of operations experience in the financial services industry.  She is qualified to facilitate complex operational tasks and handle all client related service requests.  She serves as the primary administrator of all clients’ cash management needs, account paperwork filings and transfers, portfolio reporting, trading, and all related retirement fund rollovers and distributions.  Remaining consistent with the team’s goals, Mai implements a high level of client service and recognizes the importance of personalized attention.
     
    After receiving her Bachelor of Arts degree in Psychology from Brooklyn College, she began her career in 1999 with Smith Barney.  Mai currently resides in Teaneck, New Jersey with her husband, Rafic, and their 3 children and in her spare time she enjoys baking, travelling and spending time with family and friends.
     
    From Our Team

    Global Investment Committee Weekly


    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.
    Learn more about The Simple Six-Step Retirement Checkup

    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
    Why Financial Fitness is One of the Easier Resolutions You Can Make

    Why Financial Fitness is One of the Easier Resolutions You Can Make

    Don’t overlook resolving to focus on your finances this year. There are a number of financial New Year’s Resolutions you can make that may yield results for years to come.
    Learn more about Why Financial Fitness is One of the Easier Resolutions You Can Make

    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.
    Learn more about Financial Transition: A Guide for Women

    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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    Ready to start a conversation? Contact The Cherkin Group today.
    Market Information Delayed 20 Minutes
    1Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be suitable for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.

    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 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.

    4Morgan 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.

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

    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: http://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.


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