SA
SA
Stephen Anaclerio is a registered investment advisor at Morgan Stanley, based in Augusta, GA, 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
One 10th Street, Suite 600, Augusta, GA, 30901
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Regulatory History (1)
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Customer Dispute
April 2003Settled
Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.Broker
November 2002 - June 2009 · 6 yrs 7 mos
Citigroup Global Markets INC.
January 2002 - June 2009 · 7 yrs 5 mos
Morgan Stanley Dw INC.Broker
September 1999 - December 2002 · 3 yrs 3 mos
State Registrations30 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.