Searle & Co.
47yrs
Top advisor by experience in Greenwich
43yrs
Hal Rubenstein
Financial advisor at Morgan Stanley
Hal Rubenstein is a fiduciary financial advisor in Greenwich, Connecticut, with 43 years in the industry. After two years at Citigroup Global Markets, Hal joined Morgan Stanley in 2009, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, flat fees, and commissions.
One of 659 advisors with offices in Greenwich, and one of 618 fiduciaries.
At a glance
Experience43 years (since 1983)
How that compares ?Top 1% by experience in Connecticut
OfficeOne Fawcett Place 3rd Floor, Greenwich, CT 06830
FirmMorgan Stanley
How the firm is paid ?Percent of assets, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$670,481
Advisors at the firm23,156
States licensed ?2 states
Services through Morgan Stanley
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2009 – nowMorgan StanleyCurrent firm
- 2007 – 2009Citigroup Global Markets Inc.Previously
Questions to ask Hal
Tailored to Hal’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Hal
How do I contact Hal?
Call Morgan Stanley at (914) 225-5510 and ask for Hal Rubenstein. Hal works from the Greenwich, CT office.
How long has Hal been a financial advisor?
Hal has been in the industry since 1983, about 43 years. Top 1% by experience in Connecticut.
What licenses does Hal hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Hal a fiduciary?
Hal is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Hal paid?
Morgan Stanley reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products, a share of investment gains, other fees. Ask Hal for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Searle & Co.
46yrs
Top 1% by experience in Greenwich
Searle & Co.
46yrs
Top 1% by experience in Greenwich
Oppenheimer & Co.
46yrs
Top 1% by experience in Connecticut
Wells Fargo Advisors
45yrs
Top 1% by experience in Connecticut
Vanderbilt Advisory Services
44yrs
Top 1% by experience in Greenwich