AG
AG

Allan Golotko

19 Years of Experience
New York, NY
Broker

Allan Golotko is a registered investment advisor at Morgan Stanley, based in New York, NY, with 19 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

1 New York Plaza, Corp Equity Solutions & Annuities/Insurance Review, New York, NY, 10004

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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

Allan co-owns rental real estate property in Owego, NY, since 2013. He also co-owns real estate through Duck Pin LLC in Freehold, NJ, since 2013, dedicating minimal time to these activities.

Employment History
Current Registrations
Morgan Stanley
April 2017 - Present · 9 yrs 3 mos
Morgan StanleyBroker
December 2013 - Present · 12 yrs 7 mos
Previous Registrations
UBS Financial Services INC.Broker
August 2012 - July 2013 · 11 mos
Painewebber IncorporatedBroker
October 1991 - August 1997 · 5 yrs 10 mos
State Registrations2 states
NJNY
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.