Jeffrey Valente is a registered investment advisor at Morgan Stanley, based in Melville, 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
58 South Service Road, Suite 400, Melville, NY, 11747
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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
August 2014 - Present · 12 yrs 1 mo
Morgan StanleyBroker
July 2014 - Present · 12 yrs 2 mos
Previous Registrations
Fef Distributors, LLCBroker
September 2006 - January 2013 · 6 yrs 4 mos
Credit Suisse Asset Management Securities, INC.Broker
February 2006 - September 2006 · 7 mos
Legg Mason Investor Services, LLCBroker
December 2005 - January 2006 · 1 mo
Citigroup Global Markets INC.Broker
March 2002 - December 2005 · 3 yrs 9 mos
Salomon Smith Barney INC.Broker
August 1999 - February 2002 · 2 yrs 6 mos
The Dreyfus Service CorporationBroker
March 1998 - April 1999 · 1 yr 1 mo
State Registrations44 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.