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Expert Review

Harold Trischman: Exposed with the Hidden Fees, Disclosures & Lawsuits (Update 2024)

1

Who is Harold Trischman (CRD#: 1234567890)?

Harold Trischman focuses on the complex wealth concerns that high-net-worth people and corporations encounter. His 34-year background includes estate planning methods, philanthropy, alternative investments, control and restricted securities, hedging and monetization, and investment banking.

Harold Trischman is one of only a handful of Financial Advisors with the Morgan Stanley accreditation of Family Wealth Director. This credential confirms that Harold Trischman has met the most stringent criteria and is devoted to providing our most valued clients with his depth of experience and breadth of knowledge in wealth planning and capital markets.

He is also a member of Morgan Stanley’s Chairman’s Club, the highest degree of distinction; this attests to the quality and consistency of his commercial approach, as well as his dedication to our clients. Harold has been a member since 1990 (the most recent time being in 2017).

Harold graduated from McGill University with a Bachelor of Biochemistry in 1983 and from New York University with an MBA in International Finance in 1993. Harold is active in philanthropy and non-profit organizations. He likes to travel, golf, and curl. Harold and his wife, Susan, live in Fairfield, Connecticut, and they have two grown children, John and Hannah.

Members of Morgan Stanley Wealth Management’s Chairman’s Club must achieve a number of requirements, including performance, conduct, and compliance standards, revenue, length of experience, and assets under supervision. Membership in the Chairman’s Club is not a guarantee of future performance.

2

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.

What is a Financial Advisor?

A financial advisor is a specialist who offers professional financial advice to people looking to accomplish particular financial goals. You work with a financial advisor to develop a thorough financial plan that is specific to your situation, much like you would hire an architect to construct the blueprint for your home. Understanding your existing financial condition, including your income, costs, savings, and spending patterns, is a requirement for this collaboration.

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.

28/11/2023 Update
As of now, Harold Trischman has not responded, nor has he apologized for his misdeeds. He has ignored our efforts to highlight the problems faced by his victims. Furthermore, he has only focused on propagating his fake PR.
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Harold Trischman Disclosures: BrokerCheck, FINRA, And SEC Reports

Financial Advisors often take down their client disputes from FINRA’s Public database through Disclosure Expungement. Even law firms provide expungement services to FAs so that they can hide or remove their client disputes and maintain a clean record. So the lack of any disclosures on BrokerCheck doesn’t necessarily mean that the broker hasn’t had any disputes in the past.

FINRA’s BrokerCheck

individual_1160726.pdf (finra.org)

SEC Litigations & Forms

image 1063

Source: Harold Trischman – SEC Site Search Search Results

4

Harold Trischman Lawsuits, Legal Battles, & Disputes

Most court cases filed in the United States of America are archived on CourtListener, UniCourt, Law.com, Justia, and Trellis. law, and Law360. If Harold Trischman has been involved in any such lawsuits, then you can find the documents using the links down below:

There might be more pending lawsuits against Harold Trischman which are not listed on these directories. Lawsuit files are often deleted from online directories. So if you cannot find any lawsuits against Harold Trischman on these websites, you can contact the local authorities and check if they have a physical copy of any cases.

5

Harold Trischman 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 Harold Trischman using the websites down below:

You can contact the law firms mentioned above if facing issues with Harold Trischman or any financial advisor.

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Frequently Asked QuestionsFind the answers to your most common questions related to Harold Trischman & Morgan Stanley

Where is NAME located?

Greenwich

What are NAME’s qualifications

Finance

Is NAME facing any lawsuits?

no

Has NAME been charged by the SEC?

no

How do I contact NAME?

Morgan Stanley

Does NAME have any disclosures?

no

Which Firm does NAME work with?

Morgan Stanley

What is NAME’s CRD Number?

CRD#: 1160726
7

Better Alternatives To Harold Trischman (By Experts):Find the top 3 alternatives to Harold Trischman

These recommendations are based on the ratings of SmartAsset.com, the biggest financial advisor review platform on the internet.
You can check out the top 10 financial advisors in the U.S. to learn more.
Screenshot 2023 05 23 at 11.26.30 PM

Manages Assets Worth

  • $714,587,898,072

Services

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Selection of other advisors
  • Publication of periodicals
1625686851535

Manages Assets Worth

  • $173,418,270,044

Services

  • Financial planning
  • Portfolio management
  • Portfolio assessment
Screenshot 2023 05 23 at 11.45.48 PM

Manages Assets Worth

  • $46,803,858,104

Services

  • Portfolio management

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