Theodora Portelos is a registered investment advisor at Morgan Stanley, based in Midland Park, 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
Midland Park, NJ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Theodora is a board member for the Greek Orthodox Metropolis of New Jersey Philoptochos Board since June 2019, dedicating minimal time outside of business hours to administrative, fundraising, and business development activities. This activity is investment-related.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Morgan Stanley
Previous Registrations
Morgan Stanley Smith BarneyBroker
Morgan Stanley Smith Barney LLC
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations53 states
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