AA
CFP
AA
CFP

Alphonse Antonitis

38 Years of Experience
Boston, MA
Broker

Alphonse Antonitis is a CFP-designated registered investment advisor at Morgan Stanley, based in Boston, MA, 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

28 State Street 26th Floor, Boston, MA, 02109

Get directions

History

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 →
Other Business Activities

Alphonse serves as a trustee for the 401k and Pension Plan of the Roman Catholic Archdiocese of Boston since 2015. He dedicates minimal time to this non-profit activity.

Employment History
Current Registrations
Morgan StanleyBroker
January 2026 - Present · 4 mos
Morgan Stanley
January 2026 - Present · 4 mos
Previous Registrations
J.P. Morgan Securities LLC
September 2023 - January 2026 · 2 yrs 4 mos
J.P. Morgan Securities LLCBroker
September 2023 - January 2026 · 2 yrs 4 mos
J.P. Morgan Private Wealth Advisors LLC
February 2014 - March 2025 · 11 yrs 1 mo
First Republic Securities Company, LLCBroker
February 2014 - September 2023 · 9 yrs 7 mos
Morgan StanleyBroker
June 2009 - February 2014 · 4 yrs 8 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley Dw INC.Broker
March 2003 - April 2007 · 4 yrs 1 mo
Banc of America Securities LLC
June 2001 - March 2003 · 1 yr 9 mos
Banc of America Securities LLCBroker
March 2000 - March 2003 · 3 yrs
Painewebber IncorporatedBroker
January 1995 - April 2000 · 5 yrs 3 mos
Kidder, Peabody & CO. IncorporatedBroker
August 1987 - January 1995 · 7 yrs 5 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.
Alphonse Antonitis - Financial Advisor | TrueAdvisor