John Callea is a registered investment advisor at Morgan Stanley, based in Hauppauge, NY, 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
888 Veterans Memorial Highway, Suite 300, Hauppauge, NY, 11788
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Regulatory History (1)
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Customer Dispute
July 2004Denied
Employment History
Current Registrations
Morgan StanleyBroker
May 2024 - Present · 2 yrs 2 mos
Morgan Stanley
May 2024 - Present · 2 yrs 2 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2009 - May 2024 · 14 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2009 - May 2024 · 14 yrs 7 mos
Banc of America Investment Services, INC.
October 2004 - October 2009 · 5 yrs
Banc of America Investment Services, INC.Broker
October 2004 - October 2009 · 5 yrs
Quick & Reilly, INC.
November 2002 - October 2004 · 1 yr 11 mos
Quick & Reilly, INC.Broker
March 2002 - October 2004 · 2 yrs 7 mos
A.J. Pace & CO., INC.Broker
August 2001 - January 2002 · 5 mos
TD Waterhouse Investor Services, INC.Broker
October 1997 - August 2001 · 3 yrs 10 mos
Oscar Gruss & Son, IncorporatedBroker
June 1997 - October 1997 · 4 mos
Duke & CO., INC.Broker
May 1997 - June 1997 · 1 mo
State Registrations27 states
AZCACOCTDCFLGAIDILKSKYMAMDMIMONCNJNMNVNYOHPASCTXVAVTWI
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.