Stewart Herman - Morgan Stanley Financial Advisor - Short Hills, NJ
Morgan Stanley
Stewart Herman
Senior Vice President
Financial Advisor
150 JFK Parkway
4th Floor
Short Hills, NJ 07078
tel: (973) 912-7710
toll-free: (800) 526-4931 
fax: (973) 376-5813

As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together I can help you to preserve and grow your wealth, you’ll 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.

Services
  • 529 Plans
  • Alternative Investments
  • Asset Management
  • Business Planning
  • Cash Management
  • Estate Planning
  • Financial Planning
  • Fixed Income
  • Lending Services
  • Long Term Care Insurance
  • Municipal Bonds
  • Philanthropic Services
  • Qualified Plans
  • Retirement Planning
  • Wealth Management
  • Exchange Traded Funds
  • 401(k) Rollovers
  • Certificates of Deposit
Education and Licensing
  • Bachelor of Science, 1964
    University of Pennsylvania - Wharton
    Philadelphia, PA
  • Series 7 - General Securities Representative, 1969
  • Series 3 - National Commodity Futures, 1969
  • Series 63 - Uniform State Exam, 1981
  • Series 65 - Investment Advisory Agent, 1992
    New Jersey
Honors and Recognition
  • Director's Council - Smith Barney
  • Chairman's Council - Smith Barney
  • President's Council - Smith Barney
  • 40 Year Loyal Service Award
    Smith Barney
Business Experience
  • 1968 - Present: Morgan Stanley*
    Senior Vice President
    Financial Advisor
    Short Hills, NJ

Bulletin Board
  • It has been a pleasure working with all of our clients over the past several years. We appreciate the time and the commitment that each client has made to their own financial well-being.

  • I am very appreciative when existing clients introduce friends, family, and business associates for an exploratory meeting. I will do my utmost to meet your highest expectations. Please email a link to my website to anyone in your life that may be facing a life changing event, such as retirement or an estate planning issue.  Morgan Stanley Smith Barney LLC and its Financial Advisors do not provide tax or legal advice.

Stewart Herman holds the following registrations:
Securities Agent: AK, CA, CT, DC, FL, GA, IL, MA, MD, MO, NC, NJ, NM, NY, OH, OR, PA, SC, TN, TX, VA, VT; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures;

This 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/mssbemail.html. Any profiles and associated content are for U.S. residents only
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.  Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.
Awards Disclosures

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