Phone:
(212) 603-6180(212) 603-6180
The Tanis Vertucci Group at Morgan Stanley
Direct:
(212) 603-6180(212) 603-6180
Toll-Free:
(800) 909-5661(800) 909-5661
Our Mission Statement
The Tanis Group is dedicated to advising high net worth clients, including individuals, corporations, family trusts, retirement plans, and endowments, to help them meet their financial goals.
Our Story and Services
We seek to provide our clients some of the finest financial thinking, solutions and execution, including customized asset management, alternative investments, retirement planning, financial planning, and lending.
Our goal is to thoroughly understand your financial needs and then align the resources to help you meet or exceed them. We can help you evaluate near-term concerns and plan for long-term goals, be a sounding board for investment ideas, assist you in developing and executing a strategy that is precisely your own and helps you meet your needs.
Our goal is to thoroughly understand your financial needs and then align the resources to help you meet or exceed them. We can help you evaluate near-term concerns and plan for long-term goals, be a sounding board for investment ideas, assist you in developing and executing a strategy that is precisely your own and helps you meet your needs.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Our Unique Model
Tailored
With our many years of investment experience, we have devised a unique and efficient investment model, which is custom tailored to our clients’ needs and objectives.
Research
By using macroeconomic and technical analysis we combine strategic and tactical styles seeking to produce desired results.
Modern Portfolio Theory
Our model uses the Nobel Prize-winning concept of Modern Portfolio Theory.
Top Tier Managers
Using top tier investment managers in a custom allocation for each client, this model resembles a fund of funds.
Partnering with Morgan Stanley
Working with the biggest wealth management firm has its perks. Morgan Stanley strives to ensure it serves clients on its technology platforms that are resilient, safe and efficient. You will have access to some of the world's most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
Morgan Stanley Online (MSO)
• Mobile Banking: Take advantage of
mobile check deposits, paying bills
online and sending money through Zelle,
the fast and safe service to send
and receive money.
• Financial News: Gain access to up-to-
date news stories, current market data,
research, company profiles and quotes.
Morgan Stanley Onlinemobile check deposits, paying bills
online and sending money through Zelle,
the fast and safe service to send
and receive money.
• Financial News: Gain access to up-to-
date news stories, current market data,
research, company profiles and quotes.
Online Security Center
Our dedicated team of cybersecurity experts is drawn from former senior professionals at government security agencies and the technology industry.
In the unlikely event that cyber activity breaches our security measures, we will reimburse you for the losses on your Morgan Stanley accounts that are a result of unauthorized access to our systems through no fault of your own.
Online Security CenterIn the unlikely event that cyber activity breaches our security measures, we will reimburse you for the losses on your Morgan Stanley accounts that are a result of unauthorized access to our systems through no fault of your own.
Total Wealth View
Total Wealth View allows your advisor to view the full extent of your financial situation. This avoids redundancy in investments that may lead to over exposure or capital inefficiency.
Total Wealth View
Aladdin
Aladdin, our new Portfolio Risk Platform, allows your advisor to view your risk and returns across all of your portfolios. Aladdin empowers clients with better analysis of specific risk drivers and models based on simulated markets and scenarios.
Portfolio Risk Platform (Aladdin)Planning Ahead
Estate Planning
Position your family for a comfortable future. Our team is devoted to help you and your family facilitate the process of preserving and transferring your wealth. Often the hardest part is starting the conversation and the Tanis Group will be a helpful guide through the entire process.
Learn More
Philanthropic Planning
Don't limit your ability to contribute to multiple charities and organizations. With a well constructed plan you can help many causes that are close to your heart.
Learn More
Family Governance & Education
Running a family business, operating a family office or simply investing as a family can be challenging. It is critical to develop a cohesive and thorough framework that helps your family make important financial decisions.
Learn More
Plugging Into the Future Economy
Most investors understand that increasing demand for (Electric Vehicles) EVs is driving growth for battery makers and related industries. The global battery economy is shifting due to rapid EV adoption, improving technology and a new urgency for governments and corporates to decarbonize. Read the key takeaways for investors on this emerging theme.
Plugging Into the Future EconomyOur Journey Together
As your dedicated wealth management advisor, we will formulate and implement a personalized financial strategy that encompasses all facets of your financial wealth and health. Deploying a step-by-step process that keeps you informed, involved, and on-track is a priority.
Step 1: Discovery
We will get to know what you and your family value most when building the relationship. Regardless of your goals, we consider your entire financial and personal situation to carefully craft a financial strategy that best suits you and your loved ones.
Step 2: Forming Your Strategy
Using your life goals and personal circumstances as a blueprint, We will create a risk-balanced strategy that maps out a clear path to achieve your goals.
Step 3: Strategy Implementation
Coupled with Morgan Stanley's global suite of services, we will conduct careful research and analysis to ensure that you make calculated and versatile action in all market situations.
Step 4: Ongoing Review
Once your plan is implemented, the work has just begun. We consult with you regularly to monitor the performance of your strategy to ensure that you remain on-track towards your goals despite any changes in life or in the market.
Location
55 East 52nd Street 10th
Fl
New York, NY 10055
US
Direct:
(212) 603-6180(212) 603-6180
Toll-Free:
(800) 909-5661(800) 909-5661
Meet The Tanis Vertucci Group
Phone:
(212) 603-6180(212) 603-6180
About Bruce M Tanis
Bruce Tanis is a First Vice President and Financial Advisor with the Tanis Vertucci Group at Morgan Stanley in New York. He has been with Morgan Stanley, formerly Smith Barney, since 2007 and has been a Wall Street financial advisor to substantial family wealth and accredited investors since 1983.
Bruce is the founding senior partner of The Tanis Vertucci Group. As such, he is responsible for the design, implementation, execution, and management of his team and his custom model, reviewing potential investment opportunities and meeting with existing and prospective clients all over the United States.
Bruce currently resides in New Jersey and Palm Beach. He was honored to have been selected as a George F. Baker Scholar and has been inducted as a Knight of Malta, Order of St. John of Jerusalem. His interests include fitness, philanthropy, skiing, martial arts, music, art, history, and philosophy. He is also an avid guitar player and collector.
Bruce is the founding senior partner of The Tanis Vertucci Group. As such, he is responsible for the design, implementation, execution, and management of his team and his custom model, reviewing potential investment opportunities and meeting with existing and prospective clients all over the United States.
Bruce currently resides in New Jersey and Palm Beach. He was honored to have been selected as a George F. Baker Scholar and has been inducted as a Knight of Malta, Order of St. John of Jerusalem. His interests include fitness, philanthropy, skiing, martial arts, music, art, history, and philosophy. He is also an avid guitar player and collector.
Securities Agent: MN, MD, CO, NJ, MA, GA, TX, SC, IL, DE, DC, CT, AL, PA, TN, OR, IN, WA, PR, OH, FL, NY, HI, CA, WI, VA, AZ, NM, NC, MI, ME, LA; General Securities Representative; Investment Advisor Representative
NMLS#: 1285113
NMLS#: 1285113
About Nicholas Vertucci
Nicholas Vertucci is a Vice President and Financial Advisor at Morgan Stanley in New York with The Tanis Vertucci Group. Nicholas has been with Morgan Stanley, formerly Smith Barney, since 2007. Nicholas has worked as an advisor to family wealth and in the financial services industry since 1995. As an advisor at Morgan Stanley, Nicholas is responsible for the design, implementation and ongoing monitoring of his team's custom models with a focus on macroeconomics, while working to potentially take advantage of cyclical and tactical trends in various market segments around the world.
Nicholas attained a B.A. in International Finance from Berkeley College and has a number of industry delegations including, Series 7, 63, 65, Life and Health insurance licenses. Prior to joining Smith Barney in 2007, Nicholas and his team joined Oppenheimer & CO, where they developed their custom models, bringing the concept of asset allocation and Modern Portfolio theory to a wide variety high net worth clients including individuals, corporations, family trusts and endowments. Nicholas and his team’s 20+ year experience during multiple market moving events, has given them the knowledge and ability to help navigate client portfolios during volatile periods.
Away from his roles at Morgan Stanley, Nicholas lives with his wife of over 25 years and two children. Nicholas grew up in Queens, New York and today lives on Long Island. Nicholas has been active in his community previously acting as a board member to the local Chamber of Commerce and governor of his son, Nick, club hockey team. He is active in his church and supports multiple charities focused on veterans and those battling cancer. Both issues he has a personal connection to. In his free time, Nicholas enjoys golfing and spending time at his farm house.
Disclaimer:
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
Nicholas attained a B.A. in International Finance from Berkeley College and has a number of industry delegations including, Series 7, 63, 65, Life and Health insurance licenses. Prior to joining Smith Barney in 2007, Nicholas and his team joined Oppenheimer & CO, where they developed their custom models, bringing the concept of asset allocation and Modern Portfolio theory to a wide variety high net worth clients including individuals, corporations, family trusts and endowments. Nicholas and his team’s 20+ year experience during multiple market moving events, has given them the knowledge and ability to help navigate client portfolios during volatile periods.
Away from his roles at Morgan Stanley, Nicholas lives with his wife of over 25 years and two children. Nicholas grew up in Queens, New York and today lives on Long Island. Nicholas has been active in his community previously acting as a board member to the local Chamber of Commerce and governor of his son, Nick, club hockey team. He is active in his church and supports multiple charities focused on veterans and those battling cancer. Both issues he has a personal connection to. In his free time, Nicholas enjoys golfing and spending time at his farm house.
Disclaimer:
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
Securities Agent: IL, AZ, TX, IN, CT, VA, FL, CO, PA, OH, NY, WA, TN, LA, MI, GA, ME, SC, NC, DC, CA, NJ, NH, MN, HI, DE, MA, WI, MD; General Securities Representative; Investment Advisor Representative
NMLS#: 1278979
NMLS#: 1278979
Contact Bruce M Tanis
Contact Nicholas Vertucci
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
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
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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Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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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
Article Image
Ready to start a conversation? Contact The Tanis Vertucci Group today.
1Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.
2When 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.
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.
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.
5Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate 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.
6Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
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. 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.
7Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
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
2When 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.
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.
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.
5Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate 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.
6Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
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. 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.
7Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
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)
