Roger Curylo is a registered investment advisor at Morgan Stanley, based in Red Bank, NJ, with 34 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
20 Linden Place, Red Bank, NJ, 07701
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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
July 2021 - Present · 5 yrs
Morgan StanleyBroker
July 2021 - Present · 5 yrs
Previous Registrations
National Financial Services LLCBroker
December 2006 - August 2020 · 13 yrs 8 mos
UBS Financial Services Incorporated of Puerto RicoBroker
September 2003 - November 2006 · 3 yrs 2 mos
UBS Services USA LLCBroker
October 2000 - October 2003 · 3 yrs
UBS Financial Services INC.Broker
April 1991 - November 2006 · 15 yrs 7 mos
Wertheim Schroder & CO. IncorporatedBroker
April 1990 - April 1991 · 1 yr
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.