Morgan Stanley
47yrs
Top advisor by experience in New York
16yrs
Yan Pollack
Financial advisor at Morgan Stanley
Yan Pollack is a fiduciary financial advisor in New York, New York, with 16 years in the industry. After five years at UBS Financial Services, Yan joined Morgan Stanley in 2019, 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.
One of 15438 advisors with offices in New York, and one of 14016 fiduciaries.
At a glance
Experience16 years (since 2010)
How that compares ?More experience than 60% of advisors in New York
Office55 East 52nd Street 12th Floor, New York, NY 10055
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.
Series 66Uniform Combined State Law Examination
Career
- 2019 – nowMorgan StanleyCurrent firm
- 2010 – 2015UBS Financial Services Inc.Previously
Questions to ask Yan
Tailored to Yan’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 Yan
How do I contact Yan?
Call Morgan Stanley at 914-225-5510 and ask for Yan Pollack. Yan works from the New York, NY office.
How long has Yan been a financial advisor?
Yan has been in the industry since 2010, about 16 years. More experience than 60% of advisors in New York.
What licenses does Yan hold?
Series 66. Tap any license on this page to see what it allows.
Is Yan a fiduciary?
Yan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Yan 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 Yan for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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