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Anna Toy

28 Years of Experience
San Francisco, CA
Broker

Anna Toy is a registered investment advisor at Morgan Stanley, based in San Francisco, CA, with 28 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

555 California Street, 35th Floor, San Francisco, CA, 94104

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Anna owns multiple rental properties in San Leandro, California, since 2009 and 2011. These real estate activities are investment-related and require minimal time.

Employment History
Current Registrations
Morgan Stanley
August 2010 - Present · 15 yrs 11 mos
Morgan StanleyBroker
August 2010 - Present · 15 yrs 11 mos
Previous Registrations
Wells Fargo Investments, LLC
September 2004 - September 2010 · 6 yrs
Wells Fargo Investments, LLCBroker
September 2004 - September 2010 · 6 yrs
Citicorp Investment Services
August 2004 - September 2004 · 1 mo
Citicorp Investment ServicesBroker
February 1998 - September 2004 · 6 yrs 7 mos
State Registrations6 states
CAHINCNVNYPA
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.
Anna Toy - Financial Advisor | TrueAdvisor