Anthony Cofone is a registered investment advisor at Morgan Stanley, based in Boca Raton, FL, with 41 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B
Fee Structure
Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location
1801 North Military Trail, Suite 300, Boca Raton, FL, 33431
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
June 2023 - Present · 2 yrs 11 mos
Morgan StanleyBroker
June 2023 - Present · 2 yrs 11 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2007 - June 2023 · 15 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2007 - June 2023 · 15 yrs 8 mos
A. G. Edwards & Sons, INC.
October 2003 - October 2007 · 4 yrs
A. G. Edwards & Sons, INC.Broker
August 1990 - October 2007 · 17 yrs 2 mos
Mclaughlin, Piven, Vogel Securities, INC.Broker
September 1987 - September 1990 · 3 yrs
Mony Securities CORP.Broker
February 1986 - October 1987 · 1 yr 8 mos
Calvert Securities CorporationBroker
February 1985 - January 1986 · 11 mos
M V Securities, INC. INC.Broker
April 1983 - February 1984 · 10 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.