AD
AD

Anthony Divalerio

38 Years of Experience
Austin, TX
1 DisclosureBroker

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
Loading...

Location

8701 Bee Caves Road, Suite 300, Austin, TX, 78746

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2024
Pending
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

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.