AP
AP

Anthony Paolano

26 Years of Experience
Melville, NY
Broker

Anthony Paolano is a registered investment advisor at Morgan Stanley, based in Melville, NY, with 26 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

58 South Service Road, Suite 400, Melville, NY, 11747

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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

Anthony is involved in several real estate ventures as a landlord or partner since the 1980s, dedicating minimal time outside business hours. He is also a licensed pharmacist in New York State, though he does not actively practice.

Employment History
Current Registrations
Morgan Stanley
May 2020 - Present · 6 yrs
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.Broker
December 2003 - June 2009 · 5 yrs 6 mos
UBS Financial Services INC.Broker
August 2000 - December 2003 · 3 yrs 4 mos
Eq Financial Consultants, INC.Broker
April 1998 - April 1999 · 1 yr
The Equitable Life Assurance Society of the United StatesBroker
April 1998 - April 1999 · 1 yr
All-Tech Investment Group, INC.Broker
April 1997 - August 1997 · 4 mos
State Registrations30 states
ALAZCACOCTDEFLGAILINKYMAMDMEMIMONCNHNJNVNYOKORPASCTNTXVAVTVirgin Islands
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.