Stifel, Nicolaus & Company
45yrs
Top advisor by experience in Hauppauge
29yrs
Jay Brown has worked in the financial industry for 29 years and is a financial advisor based in Hauppauge, New York. After a year at UBS Financial Services and two years at Morgan Stanley & Co., Jay joined Morgan Stanley in 2014, a firm offering financial planning, investment management, and retirement plan consulting. Morgan Stanley reports being paid through a percentage of assets, flat fees, and commissions.
At a glance
Experience29 years (since 1997)
How that compares ?Top 17% by experience nationwide
Office888 Veterans Memorial Highway Suite 300, Hauppauge, NY 11788
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.
Series 63Uniform Securities Agent State Law Examination
Career
- 2014 – nowMorgan StanleyCurrent firm
- Oct 2013 – Jun 2014UBS Financial Services Inc.Previously
- 2010 – 2013Morgan StanleyPreviously
- Jun 2009 – Jul 2010Morgan StanleyPreviously
- 2007 – 2009Morgan Stanley & Co. LLCPreviously
- Jan 2007 – Apr 2007Morgan Stanley DW Inc.Previously
- 1997 – 2006MerrillPreviously
Contact Jay
888 Veterans Memorial Highway Suite 300Hauppauge, NY 11788Office · Get directions Firm main line(914) 225-5510Headquarters: Morgan Stanley · Purchase, NY Firm websitewww.morganstanley.com
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Questions to ask Jay
Tailored to Jay’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 Jay
How do I contact Jay?
Call Morgan Stanley at (914) 225-5510 and ask for Jay Brown. Jay works from the Hauppauge, NY office.
How long has Jay been a financial advisor?
Jay has been in the industry since 1997, about 29 years. Top 17% by experience nationwide.
What licenses does Jay hold?
Series 63. Tap any license on this page to see what it allows.
Is Jay a fiduciary?
Jay is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Jay 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 Jay 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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