CP
CP

Craig Pastolove

30 Years of Experience
New York, NY
2 DisclosuresBroker

Craig Pastolove is a registered investment advisor at Morgan Stanley, based in New York, NY, with 30 years of industry experience. Craig 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23172 advisors
Number of Clients
2,703,720 clients
Average Client Portfolio
$726K average
Assets Under Management
$1961.9B

Fee Structure

Investment management only (planning not offered)

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.

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Location

55 East 52nd Street, 10th Floor, New York, NY, 10055

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2009
Settled
Customer Dispute
June 1999
Denied
Other Business Activities

Craig is the sole proprietor/owner/partner of RedReed, Inc., an investment-related business focused on real estate investments. He dedicates minimal time to this activity.

Employment History
Current Registrations
Morgan Stanley
May 2020 - Present · 6 yrs 5 mos
Morgan Stanley
June 2009 - Present · 17 yrs 4 mos
Morgan StanleyBroker
June 2009 - Present · 17 yrs 4 mos
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
April 2008 - June 2009 · 1 yr 2 mos
Citigroup Global Markets INC.Broker
February 2004 - April 2008 · 4 yrs 2 mos
Oppenheimer & CO. INC.Broker
January 2003 - February 2004 · 1 yr 1 mo
Cibc World Markets CORP.Broker
August 1996 - January 2003 · 6 yrs 5 mos
Oppenheimer & CO., INC.Broker
August 1995 - October 1995 · 2 mos
State Registrations42 states
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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.
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