John Kotsonis is a registered investment advisor at Morgan Stanley, based in Naples, FL, with 28 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
8889 Pelican Bay Boulevard, Suite 300, Naples, FL, 34108
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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
May 2022 - Present · 4 yrs
Morgan StanleyBroker
May 2022 - Present · 4 yrs
Previous Registrations
UBS Financial Services INC.
March 2019 - May 2022 · 3 yrs 2 mos
UBS Financial Services INC.Broker
June 2014 - May 2022 · 7 yrs 11 mos
UBS Financial Services INC.
June 2014 - March 2019 · 4 yrs 9 mos
Wells Fargo Advisors, LLC
November 2012 - June 2014 · 1 yr 7 mos
Wells Fargo Advisors, LLCBroker
November 2012 - June 2014 · 1 yr 7 mos
Prestige Wealth Management Group, LLC
November 2012 - November 2012 · 0 mos
Triad Advisors, INC.Broker
November 2012 - November 2012 · 0 mos
Wells Fargo Advisors, LLC
June 2011 - November 2012 · 1 yr 5 mos
Wells Fargo Advisors, LLCBroker
August 2010 - November 2012 · 2 yrs 3 mos
Wells Fargo Advisors, LLCBroker
February 2007 - August 2009 · 2 yrs 6 mos
Wachovia Securities, LLC
May 2003 - February 2006 · 2 yrs 9 mos
Wachovia Securities, LLCBroker
October 2000 - February 2006 · 5 yrs 4 mos
Wachovia Securities, INC.
October 2000 - May 2003 · 2 yrs 7 mos
First Union Brokerage Services, INC.Broker
June 1997 - October 2000 · 3 yrs 4 mos
Barnett Investments, INC.Broker
September 1995 - June 1997 · 1 yr 9 mos
J. B. Hanauer & CO.Broker
August 1993 - November 1993 · 3 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.