Stanley Quelle is a registered investment advisor at Morgan Stanley, based in Purchase, NY, 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
Loading...
Location
2000 Westchester Ave, (Home Office), Purchase, NY, 10577
Get directionsHistory
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
March 2023 - Present · 3 yrs 2 mos
Morgan Stanley
March 2023 - Present · 3 yrs 2 mos
Morgan StanleyBroker
March 2023 - Present · 3 yrs 2 mos
Previous Registrations
Raymond James & Associates, INC.
November 2022 - February 2023 · 3 mos
Raymond James & Associates, INC.Broker
November 2022 - February 2023 · 3 mos
Northwestern Mutual Investment Services, LLCBroker
April 2022 - August 2022 · 4 mos
Northwestern Mutual Investment Services,llc
April 2022 - August 2022 · 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2019 - April 2022 · 3 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2018 - April 2022 · 3 yrs 5 mos
Pruco Securities, LLC.Broker
January 2017 - August 2017 · 7 mos
De RouteBroker
April 2009 - January 2015 · 5 yrs 9 mos
Metlife Securities INC.Broker
July 2006 - August 2007 · 1 yr 1 mo
Metropolitan Life Insurance CompanyBroker
July 2006 - July 2007 · 1 yr
Ehrenkrantz King Nussbaum, INC.Broker
November 2005 - May 2006 · 6 mos
Crown Financial Group, INC.Broker
February 2003 - March 2005 · 2 yrs 1 mo
Tullett Liberty Securities INC.Broker
September 2002 - February 2003 · 5 mos
Knight Securities, L.P.Broker
February 2000 - September 2000 · 7 mos
Knight Capital Markets, LLC.Broker
February 1999 - April 2002 · 3 yrs 2 mos
D. E. Shaw Securities, L.P.Broker
November 1995 - December 1998 · 3 yrs 1 mo
Newbridge Securities INC.Broker
March 1995 - May 1995 · 2 mos
Cs First Boston CorporationBroker
April 1993 - February 1995 · 1 yr 10 mos
State Registrations1 state
NY
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.