Edward Viola is a registered investment advisor at Morgan Stanley, based in Naples, FL, with 42 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
8889 Pelican Bay Boulevard, Suite 300, Naples, FL, 34108
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Regulatory History (1)
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Criminal
July 1972Final Disposition
Employment History
Current Registrations
Morgan Stanley
May 2025 - Present · 1 yr
Morgan StanleyBroker
May 2025 - Present · 1 yr
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 Registrations18 states
ALAZCACOCTFLLAMDMONCNHNJNYORPASCTXVA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.