IS
IS

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
Loading...

Location

150 Clove Road, Little Falls, NJ, 07424

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2004
Settled
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.