Merrill Lynch, Pierce, Fenner & Smith
44yrs
Top advisor by experience in Riverhead
8yrs
Collin E Beardslee
Financial advisor at Morgan Stanley
At a glance
Experience8 years (since 2018)
How that compares ?8 years in the industry
Office611 East Main Street, Riverhead, NY 11901
FirmMorgan Stanley
How the firm is paid ?Percent of assets, Flat fee, Commissions, Performance fee, Other
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.
Uniform Combined State Law Examination
Career
- 2019 – nowMorgan StanleyCurrent firm
Questions to ask Collin
Tailored to Collin’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 Collin
How do I contact Collin?
Call Morgan Stanley at 914-225-5510 and ask for Collin E Beardslee. Collin works from the Riverhead, NY office.
How long has Collin been a financial advisor?
Collin has been in the industry since 2018, about 8 years. 8 years in the industry.
What licenses does Collin hold?
Series 66. Tap any license on this page to see what it allows.
Is Collin a fiduciary?
Collin is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Collin 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 Collin 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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