Morgan Stanley
47yrs
Top 1% by experience in Boca Raton
19yrs
Guy Feldman
Financial advisor at Morgan Stanley
Guy Feldman is a fiduciary financial advisor in Boca Raton, Florida, with 19 years in the industry. Guy joined Morgan Stanley in 2009, after two years at Morgan Stanley & Co.. 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 1651 advisors with offices in Boca Raton, and one of 1499 fiduciaries.
At a glance
Experience19 years (since 2007)
How that compares ?More experience than 60% of advisors in Florida
Office595 South Federal Highway Suite 400, Boca Raton, FL 33432
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 66Uniform Combined State Law Examination
Career
- 2009 – nowMorgan StanleyCurrent firm
- Oct 2007 – Jun 2009Morgan Stanley & Co. LLCPreviously
Contact Guy
(914) 225-5510Firm headquarters in Purchase, NY. Ask for Guy. 595 South Federal Highway Suite 400Boca Raton, FL 33432Office · Get directions Firm websiteHTTP://WWW.MORGANSTANLEY.COM
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Questions to ask Guy
Tailored to Guy’s registration and firm.
- 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?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Guy
How do I contact Guy?
Call Morgan Stanley at (914) 225-5510 and ask for Guy Feldman. Guy works from the Boca Raton, FL office.
How long has Guy been a financial advisor?
Guy has been in the industry since 2007, about 19 years. More experience than 60% of advisors in Florida.
What licenses does Guy hold?
Series 66. Tap any license on this page to see what it allows.
Is Guy a fiduciary?
Guy is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Guy 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 Guy 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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