Linnea Iovanisci is a registered investment advisor at Morgan Stanley, based in Mount Laurel, NJ, with 23 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
330 Fellowship Road, Mount Laurel, NJ, 08054
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Morgan StanleyBroker
April 2014 - Present · 12 yrs 1 mo
Morgan Stanley
April 2014 - Present · 12 yrs 1 mo
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2010 - March 2014 · 3 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2010 - March 2014 · 3 yrs 6 mos
UBS Financial Services INC.Broker
January 2009 - January 2010 · 1 yr
UBS Financial Services INC.
January 2009 - January 2010 · 1 yr
Wachovia Securities, LLC
July 2006 - January 2009 · 2 yrs 6 mos
Wachovia Securities, LLCBroker
July 2006 - January 2009 · 2 yrs 6 mos
Merrill Lynch Pierce Fenner & Smith INC.
June 2002 - July 2006 · 4 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2002 - July 2006 · 4 yrs 1 mo
UBS Painewebber INC.Broker
November 2000 - May 2001 · 6 mos
State Registrations34 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.