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Andrew Devito

29 Years of Experience
Naples, FL
5 DisclosuresBroker

Andrew Devito is a registered investment advisor at Morgan Stanley, based in Naples, FL, with 29 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

8889 Pelican Bay Boulevard, Suite 300, Naples, FL, 34108

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History

Regulatory History (5)
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
September 2010
Denied
Customer Dispute
September 2002
Denied
Customer Dispute
May 2001
Award / Judgment
Customer Dispute
April 2001
Settled
Customer Dispute
October 1999
Settled
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 17 yrs 1 mo
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Citigroup Global Markets INC.
August 1996 - June 2009 · 12 yrs 10 mos
Citigroup Global Markets INC.Broker
March 1996 - June 2009 · 13 yrs 3 mos
State Registrations48 states
AKALAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMTNCNDNHNJNVNYOHOKORPAPRRISCTNTXUTVAVTVirgin IslandsWAWIWVWY
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.
Andrew Devito - Financial Advisor | TrueAdvisor