AC
AC
Anthony Coniglio
31 Years of Experience
Boynton beach, FL
1 DisclosureBroker
Anthony Coniglio is a registered investment advisor at Morgan Stanley, based in Boynton beach, 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
Loading...
Location
Boynton beach, FL
Get directionsHistory
Regulatory History (1)
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.
Regulatory
March 2007Final
Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
May 2007 - June 2009 · 2 yrs 1 mo
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
January 2003 - February 2005 · 2 yrs 1 mo
Morgan Stanley Dw INC.Broker
January 2001 - April 2007 · 6 yrs 3 mos
Prudential Securities IncorporatedBroker
October 1998 - January 2001 · 2 yrs 3 mos
Gruntal & CO., L.L.C.Broker
October 1994 - October 1998 · 4 yrs
Smith Barney INC.Broker
May 1994 - November 1994 · 6 mos
State Registrations26 states
ALAZCACOCTFLGAILMAMDMEMIMNMONCNJNVNYOHPAPRSCTXUTVAWI
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.