Aneel Mall 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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Regulatory History (1)
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Customer Dispute
May 2008Settled
Employment History
Current Registrations
Morgan Stanley
December 2019 - Present · 6 yrs 5 mos
Morgan StanleyBroker
August 2019 - Present · 6 yrs 9 mos
Previous Registrations
UBS Financial Services INC.Broker
January 2010 - September 2019 · 9 yrs 8 mos
Citigroup Global Markets INC.Broker
May 2007 - January 2010 · 2 yrs 8 mos
Citicorp Investment ServicesBroker
August 2001 - May 2007 · 5 yrs 9 mos
Abn Amro Financial Services, INC.Broker
July 2000 - August 2001 · 1 yr 1 mo
Essex National Securities, INC.Broker
July 2000 - September 2000 · 2 mos
Metlife Securities INC.Broker
June 1999 - February 2000 · 8 mos
Metropolitan Life Insurance CompanyBroker
June 1999 - February 2000 · 8 mos
State Registrations44 states
AKALAZCACOCTDCDEFLGAIAILINKSKYMAMDMEMIMNMOMTNCNENHNJNMNVNYOHOKORPARISCSDTXVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.