John Longo is a registered investment advisor at Morgan Stanley, based in Sea Girt, NJ, with 38 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
2150 Highway 35, Suite 200, Sea Girt, NJ, 08750
Get directionsHistory
Regulatory History (2)
Customer Dispute
March 2010Customer Dispute
March 2003Other 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
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Lehman Brothers INC.Broker
Mid-State Securities CORP.Broker
State Registrations40 states
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
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