S Alton is a CFP, ChFC-designated registered investment advisor at Morgan Stanley, based in Palm Harbor, FL, with 34 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
4114 Woodlands Parkway, Suite 200, Palm Harbor, FL, 34685
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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S is the Dean of Collaboration at Purposeful Planning Institute, a learning center, and the Chair of Synergy Summit, a professional organization. These activities are not investment-related and require minimal time.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Morgan Stanley
Citigroup Global Markets INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations46 states
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