John Longo is a registered investment advisor at Morgan Stanley, based in Sea Girt, NJ, with 37 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
2150 Highway 35, Suite 200, Sea Girt, NJ, 08750
Get directionsHistory
Regulatory History (2)
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Customer Dispute
March 2010Settled
Customer Dispute
March 2003Denied
Other Business Activities
John is involved in several business activities, including JAL, LLC (real estate and loans), Vinolungo, LLC (wine import), rental property ownership, and JM Hertel LLC (restaurant/bar/nightclub). These activities appear to take minimal time outside of his advisory role.
Employment History
Current Registrations
Morgan Stanley
May 2020 - Present · 6 yrs
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
May 2002 - July 2004 · 2 yrs 2 mos
Citigroup Global Markets INC.Broker
July 1993 - June 2009 · 15 yrs 11 mos
Lehman Brothers INC.Broker
March 1989 - July 1993 · 4 yrs 4 mos
Mid-State Securities CORP.Broker
June 1988 - March 1989 · 9 mos
State Registrations40 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.