IS
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Irene Stolarz
38 Years of Experience
Little Falls, NJ
1 DisclosureBroker
Irene Stolarz is a registered investment advisor at Morgan Stanley, based in Little Falls, NJ, 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
150 Clove Road, Little Falls, NJ, 07424
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Regulatory History (1)
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Customer Dispute
April 2004Settled
Other Business Activities
Irene is a director at Polish People's Home of Passaic NJ, a social, cultural, educational, and civic group. She also serves as an executor/co-executor for an estate and is a notary public, dedicating minimal time to these activities.
Employment History
Current Registrations
Morgan Stanley
March 2011 - Present · 15 yrs 2 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.Broker
July 1993 - June 2009 · 15 yrs 11 mos
Lehman Brothers INC.Broker
July 1987 - July 1993 · 6 yrs
State Registrations35 states
AZCACOCTDCDEFLGAHIILINKYLAMAMDMINCNENJNMNVNYOHPAPRRISCSDTNTXUTVAVTWAWV
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.