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Alex Muscati is a registered investment advisor at Morgan Stanley, based in Palm Harbor, FL, with 31 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
4114 Woodlands Parkway, Suite 200, Palm Harbor, FL, 34685
Get directionsHistory
Regulatory History (8)
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Customer Dispute
April 2018Settled
Customer Dispute
May 2017Settled
Customer Dispute
June 2009Settled
Customer Dispute
January 2006Denied
Customer Dispute
February 2005Settled
Customer Dispute
April 2001Award / Judgment
Customer Dispute
June 2000Denied
Customer Dispute
November 1998Denied
Other Business Activities
Alex is involved with XELA Ventures, LLC, a real estate company established in 2014 to purchase land for development purposes. This activity does not appear to be investment-related and takes minimal time during or after business hours.
Employment History
Current Registrations
Morgan Stanley
January 2012 - Present · 14 yrs 4 mos
Morgan StanleyBroker
January 2012 - Present · 14 yrs 4 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2004 - January 2012 · 7 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2004 - January 2012 · 7 yrs 3 mos
Wachovia Securities, LLCBroker
July 2003 - November 2004 · 1 yr 4 mos
Wachovia Securities, LLC
July 2003 - November 2004 · 1 yr 4 mos
Prudential Securities Incorporated
October 1999 - July 2003 · 3 yrs 9 mos
Prudential Securities IncorporatedBroker
September 1999 - July 2003 · 3 yrs 10 mos
Salomon Smith Barney INC.Broker
August 1994 - September 1999 · 5 yrs 1 mo
American Express Financial Advisors INC.Broker
May 1994 - August 1994 · 3 mos
Ids Life Insurance CompanyBroker
May 1994 - August 1994 · 3 mos
Chatfield Dean & CO., INC.Broker
November 1993 - January 1994 · 2 mos
State Registrations37 states
ALAZCACOCTDCFLGAHIIDILINMAMDMEMIMONCNENHNJNMNYOHORPARISCTNTXUTVAVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.