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Aldi Tafani

26 Years of Experience
New York, NY
Broker

Aldi Tafani is a registered investment advisor at Morgan Stanley, based in New York, 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

399 Park Avenue, 12th Floor, New York, NY, 10022

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Aldi is an officer for 175-181 Shrewsbury LLC, a rental property in Red Bank, New Jersey, since May 2020. This investment-related activity requires minimal time outside of business hours for administrative tasks.

Employment History
Current Registrations
Morgan StanleyBroker
January 2025 - Present · 1 yr 8 mos
Morgan Stanley
January 2025 - Present · 1 yr 8 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
November 2016 - January 2025 · 8 yrs 2 mos
J.P. Morgan Securities LLC
November 2016 - January 2025 · 8 yrs 2 mos
Morgan Stanley
June 2009 - November 2016 · 7 yrs 5 mos
Morgan StanleyBroker
June 2009 - November 2016 · 7 yrs 5 mos
Morgan Stanley & CO. Incorporated
May 2008 - June 2009 · 1 yr 1 mo
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley Dw INC.Broker
January 2000 - April 2007 · 7 yrs 3 mos
Continental Broker-Dealer CORP.Broker
July 1999 - October 1999 · 3 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.