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John Stollmeyer

27 Years of Experience
Naples, FL
Broker

John Stollmeyer is a registered investment advisor at Morgan Stanley, based in Naples, FL, 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
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

8889 Pelican Bay Boulevard, Suite 300, Naples, FL, 34108

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History

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.

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Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
September 2007 - June 2009 · 1 yr 9 mos
Morgan Stanley & CO. Incorporated
September 2007 - June 2009 · 1 yr 9 mos
A. G. Edwards & Sons, INC.
December 2000 - September 2007 · 6 yrs 9 mos
A. G. Edwards & Sons, INC.Broker
December 2000 - September 2007 · 6 yrs 9 mos
Painewebber IncorporatedBroker
May 1998 - December 2000 · 2 yrs 7 mos
State Registrations47 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNENHNJNMNYOHOKORPARISCTNTXUTVAVTWAWIWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
John Stollmeyer - Financial Advisor | TrueAdvisor