Mark Mohtashemi

CFP, Financial Advisor, CERTIFIED FINANCIAL PLANNER, Portfolio Manager

Contact Me
Mark Mohtashemi


Experience, intellectual capital and dedicated personal service to help you meet your life goals

My Story and Services

How I Can Help

All of my clients have something in common – namely, they want one less thing to worry about.

You have too much to do, too little time and many competing priorities.

Let yourself focus on what is most important while knowing I am here for you.

Access to Private Banking >

Services Include

  • Financial Planning
  • Asset Management
  • Trust Accounts
  • Estate Planning Strategies
  • Philanthropic Services
  • Life Insurance
  • Long Term Care Insurance

Securities Agent: AZ, CA, CO, CT, DC, FL, IL, MD, MT, NC, NJ, NY, OH, PA, SC, TX, VA; General Securities Representative; Investment Advisor Representative; Managed Futures

NMLS#: 1270213

Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.



  • Two Jericho Plaza
  • Jericho, NY 11753



    • B.S., Psychology, Fordham University
    • M.B.A., Pepperdine University School of Business and Management
    • J.D., cum laude, Pepperdine University School of Law
    • LL.M., with distinction, Georgetown Law Center



    • Estate Planning Council of Nassau County
    • North Shore Land Alliance
    • Long Island Community Foundation
    • New York State Society of CPAs (NYSSCPA)
    • Nassau County Bar Association
    • New York State Bar Association (NYSBA)



    Morgan Stanley, Financial Advisor:  2011 - present
    Wilmer Cutler Pickering Hale and Dorr, Attorney:  2004 - 2011

    Our Clients


    Professionals - e.g. attorneys, physicians
    High net worth, multi-generational families


    Creating customized financial strategies for the challenges that today's families face.

    • Estate Planning
    • 529 Plans / Education Planning
    • Long Term Care Insurance
    • Trust Services and Accounting


    Working closely with you to guide your wealth and investments through the most challenging market cycles.

    • Asset management
    • Traditional investments
    • Alternative Investments
    • Impact Investing


    Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

    • 401(k) Rollovers
    • IRA Plans
    • Retirement income strategies
    • Annuities


    Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.

    • Endowments
    • Foundations
    • Donor Advised Funds
    • Impact Investing

    Ready to start a conversation? Contact Mark Mohtashemi today.

    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.

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    The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.

    Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

    Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management AnalystSM (with graph element)®, and Certified Investment Management AnalystSM .

    *Private Bankers are employees of Morgan Stanley Private Bank, National Association, Member FDIC

    * Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.

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    Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

    Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.

    Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.

    CRC 1369093   12/15

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