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Achilles Kontoyiannis

30 Years of Experience
Aventura, FL
1 DisclosureBroker

Achilles Kontoyiannis is a registered investment advisor at Morgan Stanley, based in Aventura, FL, with 30 years of industry experience. Achilles 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

20807 Biscayne Boulevard, 5th&6th Floor, Aventura, FL, 33180

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History

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.
Customer Dispute
December 2013
Denied
Other Business Activities

Achilles is an officer of Tiffyny Inc., an art/culture business in North Miami Beach, Florida, since 2003. He dedicates minimal time to this investment-related activity.

Employment History
Current Registrations
Morgan Stanley
September 2020 - Present · 6 yrs 1 mo
Morgan StanleyBroker
September 2020 - Present · 6 yrs 1 mo
Previous Registrations
UBS Financial Services INC.
March 2003 - October 2020 · 17 yrs 7 mos
UBS Financial Services INC.Broker
February 2003 - October 2020 · 17 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 1997 - February 2003 · 5 yrs 2 mos
New England SecuritiesBroker
February 1997 - September 1997 · 7 mos
Metlife Securities INC.Broker
December 1995 - January 1997 · 1 yr 1 mo
Metropolitan Life Insurance CompanyBroker
December 1995 - January 1997 · 1 yr 1 mo
State Registrations21 states
AZCACODEFLGAILKYMAMDMINJNYOHPARISCTXUTVAWI
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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