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Anthony Divalerio is a registered investment advisor at Morgan Stanley, based in Austin, TX, 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
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Location
8701 Bee Caves Road, Suite 300, Austin, TX, 78746
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Regulatory History (1)
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Customer Dispute
July 2024Pending
Other Business Activities
Anthony is a trustee/co-trustee for two trusts since 2014 and 2015. These activities are investment-related and require minimal time.
Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
March 2008 - June 2009 · 1 yr 3 mos
Morgan Stanley & CO. IncorporatedBroker
March 2008 - June 2009 · 1 yr 3 mos
UBS Financial Services INC.
October 2002 - March 2008 · 5 yrs 5 mos
UBS Financial Services INC.Broker
August 2002 - March 2008 · 5 yrs 7 mos
Donaldson Lufkin & Jenrette Securities Corporation
July 2002 - September 2002 · 2 mos
Donaldson, Lufkin & Jenrette Securities CorporationBroker
June 1993 - September 2002 · 9 yrs 3 mos
Tucker Anthony IncorporatedBroker
September 1990 - June 1993 · 2 yrs 9 mos
Bear, Stearns & CO. INC.Broker
February 1989 - September 1990 · 1 yr 7 mos
Painewebber IncorporatedBroker
November 1987 - February 1989 · 1 yr 3 mos
State Registrations45 states
ALARAZCACOCTDCDEFLGAIAIDILINKSKYLAMAMDMEMIMNMTNCNHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTWAWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.