AS
AS

Anthony Stone

21 Years of Experience
New York, NY
Broker

Anthony Stone is a registered investment advisor at Morgan Stanley, based in New York, NY, with 21 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

55 East 52nd Street, 7th Floor, New York, NY, 10055

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Anthony is a board member for The Cleverley Stone Foundation, a non-profit organization, since 2020. This takes Anthony minimal time outside of business hours.

Employment History
Current Registrations
Morgan Stanley
February 2019 - Present · 7 yrs 5 mos
Morgan StanleyBroker
December 2018 - Present · 7 yrs 7 mos
Previous Registrations
Barclays Capital INC.Broker
September 2008 - December 2008 · 3 mos
Lehman Brothers INC.Broker
March 1994 - September 2008 · 14 yrs 6 mos
State Registrations35 states
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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.