Edward Magda is a registered investment advisor at Morgan Stanley, based in Sarasota, FL, with 25 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
2 North Tamiami Trail, Suite 1100, Sarasota, FL, 34236
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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.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
July 2015 - Present · 11 yrs
Morgan StanleyBroker
July 2015 - Present · 11 yrs
Previous Registrations
Morgan Stanley & CO. LLCBroker
July 2014 - July 2015 · 1 yr
Morgan StanleyBroker
July 2010 - August 2014 · 4 yrs 1 mo
Nationwide Planning Associates INC.Broker
August 2009 - July 2010 · 11 mos
Npa Financial Services, INC.Broker
August 2009 - July 2010 · 11 mos
Charles Schwab & CO., INC.Broker
September 2002 - March 2005 · 2 yrs 6 mos
Ust Securities CORP.Broker
February 1998 - October 2002 · 4 yrs 8 mos
First Albany CorporationBroker
January 1996 - June 1997 · 1 yr 5 mos
State Registrations42 states
ALARAZCACOCTDCDEFLGAHIIAILINKSKYLAMAMDMEMIMNMOMTNCNHNJNYOHORPAPRRISCTNTXUTVAVTWAWIWV
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.