Antonio Monk is a registered investment advisor at Morgan Stanley, based in Dallas, TX, with 32 years of industry experience. Antonio is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
2121 North Pearl Street, Suite 500, Dallas, TX, 75201
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Regulatory History (1)
Customer Dispute
February 2002Other Business Activities
Antonio is involved with Positive Pictures LLC, an entertainment company engaged in live video production, and Transit Management of Southeast Louisiana, where he administers and manages a pension fund. He also serves on the advisory board for WTTW Public Television, supporting their planned gifts program.
Employment History
Current Registrations
Morgan StanleyBroker
Morgan Stanley
Previous Registrations
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley Dw INC.Broker
Morgan Stanley
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Foresters Equity Services, INC.Broker
State Registrations37 states
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
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