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Anthony Lazzara

14 Years of Experience
Purchase, NY
1 DisclosureBroker

Anthony Lazzara is a registered investment advisor at Morgan Stanley, based in Purchase, NY, with 14 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

2000 Westchester Avenue, 1Nc, Purchase, NY, 10577

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History

Regulatory History (1)
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Regulatory
August 1996
Final
Other Business Activities

Anthony serves as a trustee/co-trustee for a trust in Naples, Florida since 2020. This investment-related activity requires minimal time.

Employment History
Current Registrations
Morgan Stanley
August 2011 - Present · 14 yrs 11 mos
Morgan StanleyBroker
July 2011 - Present · 15 yrs
State Registrations34 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.