The Waisbein-Herrick Group - Morgan Stanley Team - Menlo Park, CA

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The Waisbein-Herrick Group
(650) 234-5118

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The Waisbein-Herrick Group
(650) 234-5118

Licensing

The Waisbein-Herrick Group holds the following registrations:
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The Waisbein-Herrick Group
(650) 234-5118

©2017 Morgan Stanley Smith Barney LLC. Member SIPC. All rights reserved.

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David Waisbein

David Waisbein
David Waisbein
Senior Vice President
Financial Advisor
Senior Investment Management Consultant
toll-free: (800) 456-0914

Professional Details

  • Juris Doctorate
    Thomas Jefferson School of Law
    San Diego, CA
  • B.S.L.
    Western State University
    San Diego, CA
  • Series 7 - General Securities Representative
  • Series 63 - Uniform State Exam
  • Series 65 - Investment Advisory Agent
  • Recognized as a top wealth advisor in the greater SF Bay Area by the National Association of Board Certified Advisory Practices, March 2011, September 2012, September 2013, September 2014, September 2015
David Waisbein holds the following registrations:
Securities Agent: AZ, CA, CO, FL, IL, MI, NC, NY, OR, SC, VI, WA; General Securities Representative; Investment Advisor Representative;

Matthew Herrick

Matthew Herrick
Matthew Herrick, CFA , CDFA 
Financial Advisor


View my profile on LinkedIn

Professional Details

  • 2012 - Present:Morgan Stanley*
  • Over 15 years experience in the financial industry
  • Previously worked as an Attorney for Pillsbury Winthrop Shaw Pittman LLP
  • University of Washington, Undergraduate Degree
  • University of Michigan Law School
Matthew Herrick, CFA , CDFA  holds the following registrations:
Securities Agent: AZ, CA, CO, FL, IL, MA, MI, NC, NY, OR, SC, VA, VI, WA, WI; General Securities Representative; Investment Advisor Representative;

Contact

The Waisbein-Herrick Group
(650) 234-5118


The Waisbein-Herrick Group
2882 Sand Hill Road, Suite 200
Menlo Park, CA 94025
Phone: (650) 234-5118
Toll Free: (800) 456-0914

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(650) 234-5118


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