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Edward Viola

Morgan Stanley
42 Years of Experience
Naples, FL
1 DisclosureBroker
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Edward Viola is a registered investment advisor at Morgan Stanley, based in Naples, FL, with 42 years of industry experience. Edward is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.

Morgan Stanley
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23172 advisors
Number of Clients
2,703,720 clients
Average Client Portfolio
$726K average
Assets Under Management
$1961.9B

Fee Structure

Investment management only (planning not offered)

Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.

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Location

8889 Pelican Bay Boulevard, Suite 300, Naples, FL, 34108

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
July 1972
Final Disposition
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Morgan Stanley
May 2025 - Present · 1 yr 5 mos
Morgan StanleyBroker
May 2025 - Present · 1 yr 5 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2014 - June 2025 · 10 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2014 - June 2025 · 10 yrs 7 mos
Morgan Stanley
June 2009 - November 2014 · 5 yrs 5 mos
Morgan StanleyBroker
June 2009 - November 2014 · 5 yrs 5 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
August 2005 - April 2007 · 1 yr 8 mos
Morgan Stanley Dw INC.Broker
August 2005 - April 2007 · 1 yr 8 mos
Citigroup Global Markets INC.
May 2002 - September 2005 · 3 yrs 4 mos
Citigroup Global Markets INC.Broker
June 1995 - September 2005 · 10 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 1990 - June 1995 · 5 yrs 2 mos
Prudential-Bache Securities INC.Broker
March 1985 - April 1990 · 5 yrs 1 mo
Bernard Herold & CO., INC.Broker
September 1983 - February 1985 · 1 yr 5 mos
State Registrations21 states
ALAZCACOCTFLIDKSLAMAMDMONCNHNJNYORPASCTXVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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