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Edward Nolette

31 Years of Experience
Toledo, OH
Broker

Edward Nolette is a registered investment advisor at Morgan Stanley, based in Toledo, OH, 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

7311 Crossleigh Court, Toledo, OH, 43617

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History

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.

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Employment History
Current Registrations
Morgan Stanley
July 2012 - Present · 13 yrs 10 mos
Morgan StanleyBroker
July 2012 - Present · 13 yrs 10 mos
Previous Registrations
PNC Investments
November 2009 - July 2012 · 2 yrs 8 mos
PNC InvestmentsBroker
November 2009 - July 2012 · 2 yrs 8 mos
Natcity Investments, INC.
March 2003 - November 2009 · 6 yrs 8 mos
Natcity Investments, INC.Broker
March 2003 - November 2009 · 6 yrs 8 mos
Merrill Lynch Pierce Fenner & Smith INC.
January 2000 - April 2003 · 3 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 1994 - April 2003 · 8 yrs 10 mos
State Registrations49 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Edward Nolette - Financial Advisor | TrueAdvisor