Stephanie Ashley is a registered investment advisor at Morgan Stanley, based in Morristown, NJ, with 23 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
340 Mount Kemble Avenue, Morristown, NJ, 07960
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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
October 2017 - Present · 8 yrs 7 mos
Morgan Stanley
October 2017 - Present · 8 yrs 7 mos
Morgan StanleyBroker
October 2017 - Present · 8 yrs 7 mos
Previous Registrations
Morgan StanleyBroker
June 2009 - June 2016 · 7 yrs
Morgan Stanley
June 2009 - June 2016 · 7 yrs
Morgan Stanley & CO. Incorporated
July 2008 - June 2009 · 11 mos
Morgan Stanley & CO. IncorporatedBroker
July 2008 - June 2009 · 11 mos
Citigroup Global Markets INC.
April 2007 - December 2007 · 8 mos
Citigroup Global Markets INC.Broker
March 2005 - December 2007 · 2 yrs 9 mos
Banc of America Investment Services, INC.Broker
August 2003 - March 2005 · 1 yr 7 mos
Banc of America Securities LLCBroker
February 2003 - August 2003 · 6 mos
Triad Securities CORPBroker
April 2001 - February 2003 · 1 yr 10 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.