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The KASS Group
at Morgan Stanley Smith Barney
at Morgan Stanley Smith Barney
Financial Advisors
590 Madison Avenue
11th Floor
New York, NY 10022
11th Floor
New York, NY 10022
tel: 212-307-2403
toll free: 877-571-0936
fax: 212-307-2541
toll free: 877-571-0936
fax: 212-307-2541
Group Details
Karen Aroety
Senior Vice President - Wealth Management
Financial Planning Specialist
Guided Portfolio Manager
Financial Planning Specialist
Guided Portfolio Manager
tel: 212-307-2403
toll free: 877-571-0936
fax: 212-307-2841
Professional Details
- 1992 - present: Morgan Stanley Smith Barney*
New York, NY - 1991 - 1992: Oppenheimer
New York, NY - 1987 - 1991: T & S Commodities
New York, NY - Financial Planning Specialist Designation
Smith Barney - Series 3 - National Commodity Futures
Series 7 - General Securities Representative
Series 63 - Uniform State Exam - Life & Health Insurance Licensed
- NYS Partnership for Long Term Care Certified
- Bronx Manhattan North Association of Realtors, Inc.
- Directors Council 2004
- Chairmans Council 2005
- Barrons Winners Circle Attendee 2007
- Century Council 2008
Karen Aroety is licensed in the following state(s): AK, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, MS, NC, NH, NJ, NV, NY, OH, PA, SC, TN, TX, VA, VT, WA, WI, WV, WY
Sandra Stein
First Vice President - Wealth Management
Financial Planning Specialist
Guided Portfolio Manager
Financial Planning Specialist
Guided Portfolio Manager
tel: 212-307-2998
toll free: 877-571-0936
fax: 212-307-2841
Professional Details
- 1981 - present: Morgan Stanley Smith Barney*
First Vice President - Wealth Management
Financial Planning Specialist
Guided Portfolio Manager
New York, NY - BA, 1975
City College, CUNY
New York, NY - Financial Planning Specialist Designation
- Insurance Licensed
- 28 Years of Service
- Century Club, 2000
Sandra Stein is licensed in the following state(s): AK, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, KS, LA, MA, MD, ME, MI, MN, MO, MS, NC, NH, NJ, NV, NY, OH, OK, PA, TX, VA, VT, WA, WI, WV, WY
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
*Includes years at Smith Barney, affiliates and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
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