advisors

Todd J. Forman CFP®, Executive Director, Private Wealth Advisor Steinberg Forman Group at Morgan Stanley

Todd J. Forman, executive director and private wealth advisor, has worked in the financial services industry for 17 years. His areas of focus include financial planning and portfolio construction. In addition to being a CERTIFIED FINANCIAL PLANNERTM, Todd was a practicing attorney at Schulte Roth & Zabel LLP in New York City. He earned his BA from the University of Wisconsin–Madison and his JD from Seton Hall University School of Law.

At a Glance

  • 1290 Avenue of the Americas
    12th Floor
    New York, NY 10104

  • Financial Services Experience

    17 years

  • Compensation Method

    Asset-based and commissions (investment and insurance products)

  • Primary Custodian for Investor Assets

    Morgan Stanley Smith Barney LLC

  • Assets Under Management $2 billion (team, as of 6/30/18)
  • Minimum Fee for Service None
  • Professional Services Provided

    Planning, money management services, and investment and insurance products

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