Perry Favia is a registered investment advisor at Morgan Stanley, based in Oak Brook, IL, with 38 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
2211 York Road, Suite 100, Oak Brook, IL, 60523
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Regulatory History (1)
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Customer Dispute
April 2005Settled
Other Business Activities
Perry is associated with Wilann LLC, a family limited partnership, for irradic distribution, effective since 2013. This activity is not investment-related.
Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Morgan Stanley
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
February 1998 - April 2007 · 9 yrs 2 mos
Morgan Stanley Dw INC.Broker
August 1987 - April 2007 · 19 yrs 8 mos
Blinder, Robinson & Co.,inc.Broker
January 1987 - February 1987 · 1 mo
State Registrations40 states
ARAZCACOCTDCFLGAIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNJNMNVNYOHOKPASCSDTNTXUTVAVirgin IslandsWAWI
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.