https://www.youtube.com/watch?v=gAJnh-rqDsw
Who is Andrew Sukhin (CRD#: 2102283)?
Andrew Sukhin leads a close-knit team of highly skilled investment, wealth management, and client service specialists. Andrew’s team assists ultra-high net worth individuals, their families, foundations, and enterprises all around the world in all aspects of their financial lives by combining their personal talents with the massive worldwide resources of Morgan Stanley. Many, but not all, of Andrew’s clients, are of Russian descent, including those who currently live in Russia and the former Soviet countries.
Throughout his career, Andrew has worked hard to improve the quality of service and product selection that he and his team can provide to his clients.
As one of just about 300 Morgan Stanley Advisors with the Family Asset Director designation, he has access to a wide range of Family Office Resources to construct unique tax, risk management, and investment strategies for asset accumulation, distribution, and transfer.
Andrew prioritizes clients’ goals through a specific discovery process based on a thorough understanding of behavioral finance, and he values education and adherence to a clear procedure. Andrew is a talented leader who believes in anticipating client’s needs before they do. He is known for his ability to break down difficult ideas and communicate concepts in an accessible and tangible way. He surrounds each customer with a devoted staff that is aware of their specific needs, values, and ambitions.
Andrew Sukhin in the course of beginning his career in finance, set out to establish a team with the breadth of knowledge and experience to assist ultra-high-net-worth individuals, their families, foundations, and enterprises around the world in all aspects of their financial lives.
As of February 2021, Andrew is one of less than 4% of the firm’s financial advisors who hold this accreditation. This provides him with access to the best tools and possibilities available to Morgan Stanley customers, which he uses to create tailored tax, risk management, and investment strategies for asset generation, distribution, and transfer.
Clients like Andrew’s unbounded enthusiasm, which achieves a balance of directness and levity while exuding a strong understanding of the complexity and emotional proclivities that come with individualized wealth management. Andrew Sukhin focuses on his client’s needs through a discovery approach founded on a thorough understanding of behavioral finance, and he values education and adherence to a clear process.
Andrew is a talented leader who believes in anticipating client’s needs before they do. He is known for his ability to break down difficult ideas and communicate concepts in an accessible and tangible way. He surrounds each client with a devoted staff that is aware of his or her specific needs, values, and ambitions.
Outside of the office, Andrew is active in the Israel Defense Forces and many veterans’ organizations. Andrew is an animal enthusiast who has given his time and resources to the American Society for the Prevention of Cruelty to Animals (ASPCA). Andrew loves to travel the world, collect wine, and speak English and Russian fluently.
About FIRM: Morgan Stanley
Morgan Stanley Wealth Management, an American multinational financial services corporation, specializes in retail brokerage and asset management. As a division of Morgan Stanley, it serves a wide range of clients, from individual investors and small-to-mid-sized businesses to large corporations, non-profit organizations, and family foundations. With a strong history and a proven track record, Morgan Stanley Wealth Management has become a leading choice for those seeking expert financial advice and guidance.
Early Beginnings: Smith Barney & Co.
Morgan Stanley Wealth Management has its roots in the 1938 merger of Charles D. Barney & Co. and Edward B. Smith & Co., which formed Smith Barney & Co. Charles D. Barney & Co., founded by Charles D. Barney in 1873, was a New York and Philadelphia-based firm that emerged from the failure of its predecessor, Jay Cooke & Company. Edward B. Smith & Co., founded in 1892, became a significant player in securities underwriting in 1934 after absorbing the professionals from the securities business of Guaranty Trust Company, following the passage of the Glass-Steagall Act.
Morgan Stanley Wealth Management offers a comprehensive suite of financial services to cater to the diverse needs of its clients. Some of these services include:
Investment Management
Morgan Stanley Wealth Management provides a wide range of investment options, including stocks, bonds, mutual funds, exchange-traded funds (ETFs), and more. Their financial advisors help clients develop tailored investment strategies to meet their specific financial goals and risk tolerance levels.
Financial Planning
Financial planning services offered by Morgan Stanley Wealth Management include retirement planning, education planning, estate planning, and more. Their financial advisors work with clients to understand their financial objectives and develop a comprehensive financial plan to help them achieve those goals.
Banking and Lending
Morgan Stanley Wealth Management offers banking and lending solutions, such as cash management accounts, mortgages, home equity loans, and lines of credit to help clients manage their day-to-day financial needs and achieve their long-term financial goals.
Insurance and Annuities
To help clients protect their financial future, Morgan Stanley Wealth Management offers insurance and annuity products, including life insurance, long-term care insurance, and annuities, designed to provide financial stability and peace of mind.
Philanthropy and Social Impact Investing
Morgan Stanley Wealth Management offers philanthropic advisory services and social impact investing options for clients who want to align their investments with their values and make a positive impact on society
Capabilities:
Wealth Consulting
Wealth Management Footnote
Executive Benefit Services Footnote
Estate Planning Strategies Footnote
Financial Planning Footnote
Stock Option Plans Footnote
Corporate Pension Funds Footnote
Trust Accounts Footnote
Corporate Retirement Plans Footnote
Trust Services*
Retirement Planning Footnote
Professional Portfolio Management Footnote
Lending Products
Life Insurance Footnote
Annuities Footnote
Corporate Bonds Footnote
Foreign Exchange Footnote
Municipal Bonds Footnote
Exchange Traded Funds Footnote
Long-Term Care Insurance Footnote
Fixed Income Footnote
Defined Contribution Plans Footnote
Executive Financial Services Footnote
Andrew Sukhin Disclosures: BrokerCheck, FINRA, And SEC Reports
There is nine disclosure named Customer Dispute Disclosure.
When an Executive Officer or Chief, or their designate, determines that:
The complaint will be sent to a lawyer.
The company has been given an opportunity to reply to the complaint, a probable breach of the law has happened or there is a risk of public harm, and a substantiated consumer transaction has occurred,
A genuine financial transaction between an individual customer or patient and a firm or licensee to procure and sell goods or services is defined as a validated consumer transaction.
A Consumer Complaint History report shall not reveal complaint information if it is judged that:
The complaint lacks merit, the complaint involves a non-consumer matter (e.g., labor grievances, labor relations, tax issues, etc.), or disclosure is forbidden by statute or regulation.
A report on Consumer Complaint History shall not reveal information concerning a complaint if it is found that:
Disclosure could jeopardize an investigation or prosecution, or it could endanger or hurt the complainant.
FINRA’s BrokerCheck
individual_2102283.pdf (finra.org)
SEC Litigations & Forms
Source: Andrew Sukhin – SEC Site Search Search Results
Andrew Sukhin Lawsuits, Legal Battles, & Disputes
There might be more pending lawsuits against Andrew Sukhin which are not listed on these directories. Lawsuit files are often deleted from online directories. So if you cannot find any lawsuits against Andrew Sukhin on these websites, you can contact the local authorities and check if they have a physical copy of any cases.
CourtListener
UniCourt
Law.com
Law360.com
Trellis.law
Justia
Andrew Sukhin Complaints, Class Action Lawsuits & Legal Battles
The following websites/directories are the best sources for finding complaints, litigations, and disputes against finance advisors. You can find all the complaints against Andrew Sukhin using the websites down below:
Sonn Law Group
SEC.gov
White Law Group
MDF Law
Israels & Neuman, PLC
Klayman Toskes
You can contact the law firms mentioned above if facing issues with Andrew Sukhin or any financial advisor.
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