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Gary A. Blumenfeld
Gary A. Blumenfeld
Consulting Group
Second Vice President - Wealth Management
Financial Advisor
450 Lexington Avenue
40th Floor
New York, NY 10017
tel: 212-692-2815
toll free: 800-627-0608
fax: 212-692-2990
Email Me
Welcome Associations Education Honors Services Experience
Welcome

You've worked hard to accumulate your wealth; now you need those assets invested responsibly in a complex environment. The Consulting Group of Morgan Stanley Smith Barney, has developed a disciplined process that helps you design customized investment strategies that help you meet your personal needs. Working together, we can design a suitable asset allocation strategy, select appropriate investment managers and monitor results over time. A cornerstone of Consulting Group’s process is our in-depth research and evaluation of professional portfolio managers. Only those managers that pass our stringent research process are approved for use by our clients. In addition, we regularly evaluate those managers to help ensure they continue to meet our quality standards. If you would like more information about how Consulting Group’s investment process and our manager evaluation services can help you meet your needs, please contact me.
Associations
  • Financial Planning Association
    Denver, CO
  • Financial Planning Association - NYC Chapter
  • PBNA - Professional Business Network Association - NYC
  • Business Network International
    New York, NY
  • Manhattan Chamber of Commerce (MCC) - NYC
  • Baruch College Alumni Association
    New York, NY
  • Bankers Trust Alumni Association
    New York, NY
  • Temple Emanuel Brotherhood
    Long Beach, NY
Education and Licensing
  • Wealth Advisory Specialist Designation, 2005
    Smith Barney
  • Series 7 - General Securities Representative, 2005
  • Series 66 - Combined Investment Advisory Agent & Uniform State Exam, 2005
  • Life, Health, Long Term Care and Variable Annuity Insurance Licensed, 2005
  • Certified Public Accountant (CPA), 1981
    New York State Society of CPAs
    New York, NY
  • BBA - Accounting, 1978
    Bernard M. Baruch College
    New York, NY
Honors and Recognitions
  • Blue Chip Council
    Smith Barney
    2006, 2007, 2008
Services
  • 529 Plans
  • Cash Management
  • Endowments and Foundations
  • Estate Planning
  • Family Consulting
  • Financial Planning
  • Lending Services
  • Long Term Care Insurance
  • Municipal Bonds
  • Retirement Planning
  • Wealth Management
  • Exchange Traded Funds
  • 401k Rollovers
  • Certificates of Deposit
Business Experience
  • 2005 - Present: Morgan Stanley Smith Barney*
    Second Vice President - Wealth Management
    Financial Advisor
    New York, NY
  • 1989 - 2005: JJ Paper Supply, Inc.
    Owner - President
    Allied Office Supplies
    Senior Account Executive
    New York, NY & Clifton, NJ
  • 1981 - 1989: Bankers Trust
    Vice President - Corporate Controllers Group
    New York, NY
  • 1978 - 1981: Coopers & Lybrand
    Senior Auditor
    New York, NY
Bulletin Board
  • Employing asset allocation within your investment portfolio is key to producing desired long-term returns and reducing undesired volatility.
  • Are you ready for retirement? We think of retirement as part of the bigger picture- your life. Whatever you have in mind, the ideal is to have the flexibility to make choices based on what you want to do, not what you have to do. Call to develop a plan for achieving the retirement you envision.
  • I am very appreciative when existing clients introduce friends, family, and business associates for an exploratory meeting. I will do my utmost to meet your highest expectations. Please email a link to my website to anyone in your life that may be facing a life changing event, such as retirement or an estate issue.
Gary A. Blumenfeld is licensed in the following state(s): CT, FL, NH, NJ, NY, PA, TX, VA, WA
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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