SC
SC
Stephani Chojnacki
2 Years of Experience
West Palm Beach, FL
1 DisclosureBroker
Stephani Chojnacki is a registered investment advisor at Morgan Stanley, based in West Palm Beach, FL, with 2 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
777 South Flagler Drive, Suite 700E, West Palm Beach, FL, 33401
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Regulatory History (1)
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Financial
August 2022Final
Employment History
Current Registrations
Morgan StanleyBroker
August 2025 - Present · 9 mos
Morgan Stanley
August 2025 - Present · 9 mos
Previous Registrations
Lri Investments
November 2024 - March 2025 · 4 mos
M Holdings Securities, INC.Broker
November 2024 - March 2025 · 4 mos
J.P. Morgan Securities LLC
August 2022 - March 2023 · 7 mos
J.P. Morgan Securities LLCBroker
May 2022 - March 2023 · 10 mos
Smith Barney Shearson INC.Broker
July 1993 - March 1994 · 8 mos
Lehman Brothers INC.Broker
June 1993 - July 1993 · 1 mo
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.