Morgan Stanley
47yrs
Top advisor by experience in Purchase
26yrs
John Soliman is a fiduciary financial advisor in Purchase, New York, with 26 years in the industry. John joined Morgan Stanley in 2011, after four years at Citigroup Global Markets and two years at Citicorp Investment Services. 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 800 advisors with offices in Purchase, and one of 755 fiduciaries.
At a glance
Experience26 years (since 2000)
How that compares ?Top 21% by experience in Purchase
Office2000 Westchester Avenue 1nc, Purchase, NY 10577
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
- 2011 – nowMorgan StanleyCurrent firm
- 2007 – 2011Citigroup Global Markets Inc.Previously
- 2004 – 2007Citicorp Investment ServicesPreviously
Questions to ask John
Tailored to John’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 John
How do I contact John?
Call Morgan Stanley at (914) 225-5510 and ask for John Soliman. John works from the Purchase, NY office.
How long has John been a financial advisor?
John has been in the industry since 2000, about 26 years. Top 21% by experience in Purchase.
What licenses does John hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is John a fiduciary?
John is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is John 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 John 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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