AC
AC

Antonio Coppola

29 Years of Experience
Poughkeepsie, NY
Broker

Antonio Coppola is a registered investment advisor at Morgan Stanley, based in Poughkeepsie, NY, with 29 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

Beechwood Office Park., 2678 South Road, Poughkeepsie, NY, 12601

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Antonio is involved in several outside business activities, including real estate as a sole proprietor, a partner in a wholesale distribution business, and an employee at Marist College. He also serves as a board member for a charitable organization and acts as a power of attorney and co-trustee for multiple trusts, dedicating minimal time to these roles.

Employment History
Current Registrations
Morgan StanleyBroker
November 2022 - Present · 3 yrs 8 mos
Morgan Stanley
November 2022 - Present · 3 yrs 8 mos
Previous Registrations
Wells Fargo Advisors Financial Network, LLCBroker
July 2022 - November 2022 · 4 mos
Wells Fargo Advisors Financial Network, LLC
July 2022 - November 2022 · 4 mos
Wells Fargo Clearing Services, LLC
March 2009 - July 2022 · 13 yrs 4 mos
Wells Fargo Clearing Services, LLCBroker
February 2009 - July 2022 · 13 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2002 - March 2009 · 6 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2000 - March 2009 · 8 yrs 10 mos
J.P. Morgan Securities INC.Broker
February 1998 - October 1999 · 1 yr 8 mos
Fsc Securities CorporationBroker
May 1986 - May 1987 · 1 yr
American Capital Financial Services, INC.Broker
June 1985 - June 1986 · 1 yr
State Registrations19 states
CACOCTFLGAIAINMANCNHNJNYOHORPASCTXVAWA
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.