EI
EI

Edward Itallie

37 Years of Experience
Marco Island, FL
Broker

Edward Itallie is a registered investment advisor at Morgan Stanley, based in Marco Island, FL, with 37 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
Loading...

Location

Marco Island, FL

Get directions

History

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 →
Other Business Activities

Edward owns rental property through Four V's LLC since 2009. He spends minimal time on this investment-related activity after business hours.

Employment History
Current Registrations
Morgan Stanley
February 2012 - Present · 14 yrs 3 mos
Morgan Stanley
February 2012 - Present · 14 yrs 3 mos
Morgan StanleyBroker
February 2012 - Present · 14 yrs 3 mos
Previous Registrations
Janney Montgomery Scott LLC
June 2007 - March 2012 · 4 yrs 9 mos
Janney Montgomery Scott LLCBroker
January 1992 - March 2012 · 20 yrs 2 mos
Lehman Brothers INC.Broker
January 1990 - February 1992 · 2 yrs 1 mo
Kobrin Securities, INC.Broker
August 1984 - June 1985 · 10 mos
State Registrations33 states
AKARAZCACOCTDCDEFLGAILKYMAMDMEMIMNMTNCNJNVNYORPARISCSDTNTXUTVAWAWY
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.