J. W. Cole Advisors
41yrs
Top 3% by experience in New York
43yrs
Gregory Couch
Financial advisor at Morgan Stanley
Based in Watertown, New York, Gregory Couch is a fiduciary financial advisor with 43 years of industry experience. Gregory joined Morgan Stanley in 2025, after 12 years at UBS Financial Services and four years at Citigroup Global Markets. Morgan Stanley offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 45 advisors with offices in Watertown, and one of 36 fiduciaries.
At a glance
Experience43 years (since 1984)
How that compares ?Top advisor by experience in Watertown
Office215 Washington Street, Watertown, NY 13601
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 ?1 state
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
- Oct 2025 – nowMorgan StanleyCurrent firm
- 2013 – 2025UBS Financial Services Inc.Previously
- 2009 – 2013Morgan StanleyPreviously
- 2005 – 2009Citigroup Global Markets Inc.Previously
Questions to ask Gregory
Tailored to Gregory’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
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About Gregory
How do I contact Gregory?
Call Morgan Stanley at 914-225-5510 and ask for Gregory Couch. Gregory works from the Watertown, NY office.
How long has Gregory been a financial advisor?
Gregory has been in the industry since 1984, about 43 years. Top advisor by experience in Watertown.
What licenses does Gregory hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Gregory a fiduciary?
Gregory is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Gregory 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 Gregory 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.
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