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Nancy E. Cooley
Senior Vice President
Financial Advisor
Senior Investment Management Consultant
Financial Advisor
Senior Investment Management Consultant
tel: (212) 315-6228
toll free: (800) 468-0019
fax: (212) 315-6279
Professional Details
- 1989 - Present: Morgan Stanley*
Senior Vice President
New York, NY - 1982 - 1989: Drexel Burnham Lambert
First Vice President - Executive
Corporate Client Group
New York, NY - Series 7 - General Securities Representative
Series 63 - Uniform State Exam
Series 65 - Investment Advisory Agent
Life & Health Insurance Licensed - Nominated and Named for Barron's Top 100 Women Financial Advisors 2006-2011
- IMCA (Investment Management Consultants Association)
- APIC (Association of Professional Investment Consultants)
Chicago, IL
IMCA (Investment Management Consultants Association)
Denver, CO - Bachelor of Arts
University of California - Berkeley
Berkeley, CA - Barron's Top 100 Financial Advisors, as identified by The Winner's Circle®, LLC, bases its rankings on qualitative criteria: professionals with a minimum of 7 years financial services experience, acceptable compliance records, client retention reports, customer satisfaction, and more. With over 7,000 nominations, advisors are quantitatively ranked based on varying types of revenues and assets advised by the financial professional, with weightings associated for each. Additional measures include: in-depth interviews and discussions with senior management, peers, and customers, and telephone-based and in-person interviews with the nominees. Because individual client portfolio performance varies and is typically unaudited, this ranking focuses on customer satisfaction and quality of advice.
Nancy E. Cooley
is licensed in the following state(s):
AZ, CA, CO, CT, DC, DE, FL, HI, IL, MA, MD, ME, MN, NC, NJ, NY, OH, PA, SC, TX, VA, VT, WA
Falisha I. Mamdani
Senior Vice President
Financial Advisor
Senior Investment Management Consultant
Financial Advisor
Senior Investment Management Consultant
tel: (212) 315-6253
toll free: (800) 468-0019
fax: (212) 315-6279
Professional Details
- 1997 - Present: Morgan Stanley*
Senior Vice President
New York, NY - 1991 - 1997: American Express Bank
Director & Relationship Manager
New York, NY - Series 7 - General Securities Representative
Series 63 - Uniform State Exam
Series 65 - Investment Advisory Agent
Life & Health Insurance Licensed - Financial Planning Specialist Designation
- Nominated and Named for Barron's Top 100 Women Financial Advisors for 2006 and 2010
- APIC (Association of Professional Investment Consultants)
Chicago, IL
IMCA (Investment Management Consultants Association
Denver, CO - Bachelor of Arts
Brown University
Providence, RI - Barron's Top 100 Financial Advisors, as identified by The Winner's Circle®, LLC, bases its rankings on qualitative criteria: professionals with a minimum of 7 years financial services experience, acceptable compliance records, client retention reports, customer satisfaction, and more. With over 7,000 nominations, advisors are quantitatively ranked based on varying types of revenues and assets advised by the financial professional, with weightings associated for each. Additional measures include: in-depth interviews and discussions with senior management, peers, and customers, and telephone-based and in-person interviews with the nominees. Because individual client portfolio performance varies and is typically unaudited, this ranking focuses on customer satisfaction and quality of advice.
Falisha I. Mamdani
is licensed in the following state(s):
AZ, CA, CO, CT, DC, DE, FL, HI, IL, MA, MD, ME, MN, NC, NJ, NY, OH, PA, SC, TX, VA, VT, WA
Jason Friedman, CFP
Vice President
Financial Advisor
Financial Advisor
tel: (212) 307-2853
toll free: (800) 468-0019
fax: (212) 315-6279
Professional Details
- Series 7 - General Securities Representative
- Series 63 - Uniform State Exam
- Series 66 - Combined Investment Advisory Agent & Uniform State Exam
- Masters in Business Administration - Finance, 2007
Stern School of Business at New York University
Beta Gamma Sigma - Bachelor of Arts, 2000
University of Maryland - APIC (Association of Professional Investment Consultants)
Chicago, IL - Financial Planning Specialist Designation
Jason Friedman, CFP
is licensed in the following state(s):
AZ, CA, CO, CT, DC, DE, FL, HI, IL, MA, MD, ME, MN, NC, NJ, NY, OH, PA, SC, TX, VA, VT, WA
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.
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*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
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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.
Investment Management Consultants Association, Inc. owns the marks CIMA, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst .
Awards Disclosures