Deborah Montaperto
Deborah Montaperto is a CFP-designated registered investment advisor at Morgan Stanley, based in Palm Beach, FL, 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
450 Royal Palm Way, 5th Floor, Palm Beach, FL, 33480
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Regulatory History
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 ActivitiesSells Insurance
Deborah is a member of Polk Wealth Management, LLC, which primarily serves as a holding corporation for life and disability insurance. She also serves on the Barron's Hall of Fame Advisory Board, dedicating minimal time to marketing and business development.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Salomon Brothers INC.Broker
Citigroup Global Markets INC.Broker
Dean Witter Reynolds INC.Broker
State Registrations49 states
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