Andrea Atanay is a registered investment advisor at Morgan Stanley, based in Pasadena, CA, with 25 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
55 South Lake Avenue Pasadena Towers - Tower II, Suite 700, Pasadena, CA, 91101
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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 Stanley
September 2012 - Present · 13 yrs 8 mos
Morgan StanleyBroker
September 2012 - Present · 13 yrs 8 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2009 - September 2012 · 2 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2009 - September 2012 · 2 yrs 9 mos
Morgan Stanley Smith BarneyBroker
June 2009 - December 2009 · 6 mos
Morgan Stanley Smith Barney LLC
June 2009 - December 2009 · 6 mos
Citigroup Global Markets INC.
March 2008 - June 2009 · 1 yr 3 mos
Citigroup Global Markets INC.Broker
February 2008 - June 2009 · 1 yr 4 mos
Syndicated Capital, INC.Broker
February 2005 - January 2008 · 2 yrs 11 mos
Salomon Smith Barney INC.Broker
July 2000 - October 2002 · 2 yrs 3 mos
Db Alex. Brown LLCBroker
October 1998 - January 2000 · 1 yr 3 mos
Lehman Brothers INC.Broker
August 1998 - October 1998 · 2 mos
Painewebber IncorporatedBroker
September 1997 - August 1998 · 11 mos
State Registrations26 states
ARAZCACODCFLGAIDILKSKYMINCNJNMNVNYOHORPATXUTVAWAWIWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.