VP
VP

Valerie Pamphile

33 Years of Experience
Red Bank, NJ
Broker

Valerie Pamphile is a registered investment advisor at Morgan Stanley, based in Red Bank, NJ, 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

20 Linden Place, Red Bank, NJ, 07701

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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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Employment History
Current Registrations
Morgan Stanley
December 2012 - Present · 13 yrs 5 mos
Morgan StanleyBroker
December 2011 - Present · 14 yrs 5 mos
Previous Registrations
Citigroup Global Markets INC.
October 2002 - January 2012 · 9 yrs 3 mos
Citigroup Global Markets INC.Broker
April 1997 - January 2012 · 14 yrs 9 mos
Tucker Anthony IncorporatedBroker
December 1992 - April 1997 · 4 yrs 4 mos
State Registrations37 states
ALAZCACOCTDCDEFLGAILINKSKYLAMAMDMEMIMNMONCNHNJNVNYOHOKPASCSDTNTXUTVAVTWAWV
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.