Stefanie Andors is a registered investment advisor at Morgan Stanley, based in Jericho, 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
Two Jericho Plaza, Jericho, NY, 11753
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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
March 2019 - Present · 7 yrs 2 mos
Morgan StanleyBroker
March 2019 - Present · 7 yrs 2 mos
Previous Registrations
UBS Financial Services INC.
August 2017 - February 2019 · 1 yr 6 mos
UBS Financial Services INC.Broker
August 2017 - February 2019 · 1 yr 6 mos
Hightower Advisors, LLC
March 2013 - August 2017 · 4 yrs 5 mos
Hightower Securities, LLCBroker
March 2013 - August 2017 · 4 yrs 5 mos
UBS Financial Services INC.Broker
October 2012 - April 2013 · 6 mos
Morgan Stanley Smith BarneyBroker
June 2009 - October 2012 · 3 yrs 4 mos
Citigroup Global Markets INC.Broker
October 2007 - June 2009 · 1 yr 8 mos
Consolidated Portfolio Review CORP
September 2006 - September 2007 · 1 yr
Sterling Monroe Securities, LLCBroker
January 2005 - September 2007 · 2 yrs 8 mos
Citigroup Global Markets INC.Broker
November 2003 - January 2005 · 1 yr 2 mos
Kedem Capital CorporationBroker
March 1998 - December 2002 · 4 yrs 9 mos
State Registrations30 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.