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Barbara Virany

33 Years of Experience
Upper St. Clair, PA
BrokerSells Insurance

Barbara Virany is a registered investment advisor at Morgan Stanley, based in Upper St. Clair, PA, with 33 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

2600 Old Washington Road, Upper St. Clair, PA, 15241

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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 ActivitiesSells Insurance

Barbara acts as a POA, dedicating a few hours per week both during and after business hours. She also serves on the CFP Board of Standards as an advisory board member, spending minimal time both during and after business hours. This role involves investment/finance/banking and insurance.

Employment History
Current Registrations
Morgan Stanley
February 2011 - Present · 15 yrs 3 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.Broker
February 2006 - June 2009 · 3 yrs 4 mos
Legg Mason Wood Walker, IncorporatedBroker
December 1992 - February 2006 · 13 yrs 2 mos
State Registrations34 states
ALCACOCTDCFLGAHIIDILINMAMDMEMIMOMTNCNHNJNMNVNYOHORPASCTNTXUTVAVTWAWV
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.