Jeffrey Kotalik is a registered investment advisor at Morgan Stanley, based in Rochester, NY, with 27 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
300 Linden Oaks, Suite 200, Rochester, NY, 14625
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jeffrey is a board member for the Finger Lakes Museum, a non-profit organization, since 2020. He spends minimal time on business development, marketing, and labor/service activities for the museum after business hours.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Citigroup Global Markets INC.Broker
Salomon Smith Barney INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations39 states
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