The Newman Group - Morgan Stanley Team - New York, NY
Morgan Stanley
The Newman Group
at Morgan Stanley
31 West 52nd Street
23rd Floor
New York, NY 10019
tel: (212) 603-6159
toll-free: (800) 843-0211 
fax: (212) 765-1057
Cynthia Newman CRPC CRPS and Morgan Newman
Cynthia D. Newman
Cynthia D. Newman, CRPC, CRPS
Senior Vice President, Wealth Management
Financial Advisor
Corporate Retirement Director
Portfolio Management Director
tel: (212) 603-6159
toll-free: (800) 843-0211
fax: (212) 765-1057

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Professional Details
  • 1982 - Present:
    Morgan Stanley Wealth Management
    Senior Vice President - Wealth Management
    Financial Planning Specialist
    Corporate Retirement Director
    Portfolio Management Director
    Shrewsbury, NJ
  • Designations:
    -Certified Divorce Financial Analyst(CDFA)
    -Chartered Retirement Planning Counselor (CRPC)
    -Chartered Retirement Plans Specialist (CRPS)
  • Education:
    BA - Management Studies/Economics
    1978 Cedar Crest College
    Allentown, PA
  • Licenses:
    -Series 7, 63 & 65 Licensed
    -Life, Accident & Health Insurance Licensed
  • Associations:
    -Cedar Crest College Board of Trustees, Budget & Endowment Committee
    -Boys & Girls Club of Monmouth County, College Bound Mentor
    -Big Brothers & Big Sisters of Monmouth County, Former Trustee
    -Monmouth Reform Temple, Former Budget Committee Member
  • Honors:
    -President's Council - Smith Barney
    -20 Year Loyal Service Award - Smith Barney
    -Barron's Winner's Circle Conference: Top Women Advisors Summit (Orlando, FL)
Cynthia D. Newman, CRPC , CRPS  holds the following registrations:
Securities Agent: CA, CT, FL, IL, MA, MD, NC, NJ, NY, PA, SC, TX, VA; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures;

Morgan Newman
Morgan Newman
Financial Advisor
tel: (212) 603-6199
toll-free: (800) 843-0211
fax: (212) 765-1057

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Professional Details
  • 2012 - Present:
    Morgan Stanley Wealth Management
    Financial Advisor
    New York, NY
  • 2011 - 2012:
    Cardno Emerging Markets, USA
    Business Development Assistant
    Arlington, VA
  • 2009 - 2011:
    McAllister & Quinn, LLC
    Special Projects Research Analyst
    Washington, DC
  • Education
    -BA – Economics, double minor in Mathematics & International Politics
    Bucknell University
    Lewisburg, PA 2009
    -School for International Development, Economic Development & Racial Reconciliation
    Durban, South Africa, 2008
  • Licensing
    Series 7 & 66
    Life, Accident & Health Insurance Licensed
  • Associations
    -Chi Omega Alumnae Chapter of NYC
    -New York Road Runners
    -Bucknell University Young Alumni Council, Former Chair
Morgan Newman holds the following registrations:
Securities Agent: CA, CT, FL, GA, IL, MA, MD, NC, NJ, NY, PA, SC, TX, VA; General Securities Representative; Investment Advisor Representative;

Alexandra Newman
Registered Associate
tel: 212-603-6255
fax: 212-765-1057
Professional Details
  • 2010 - Present: Registered Associate, Morgan Stanley
  • Education: Bachelor of Arts, Gettysburg College, Gettysburg, PA 2010
  • Licensing: Series 7 & 66

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Awards Disclosures
Investments alone aren't enough when it comes to preparing for retirement. As a retirement focused advisor at Morgan Stanley Smith Barney we offer a level of experience and commitment to retirement advice that we think is unique in the industry. Our thorough process encompasses ten elements that are key to a successful plan.
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.
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