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Stephen Bartoli

26 Years of Experience
Camp Hill, PA
1 DisclosureBroker

Stephen Bartoli is a registered investment advisor at Morgan Stanley, based in Camp Hill, PA, 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

214 Senate Avenue, Camp Hill, PA, 17011

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2008
Settled
Other Business Activities

Stephen is a partner in Barto Ventures LP and LLC, which are rental businesses. He is also a board member and on the finance committee for Partnership For Better Health, and a partner in Trindle Apartments LLC and Green Gables Apartments LLC, all real estate businesses. Stephen spends minimal time on these activities outside of business hours.

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
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
January 2006 - April 2007 · 1 yr 3 mos
Morgan Stanley Dw INC.Broker
September 1999 - April 2007 · 7 yrs 7 mos
State Registrations42 states
ALARAZCACOCTDCDEFLGAHIIAILINKSKYLAMAMDMEMIMNMONCNENHNJNYOHOKORPARISCTNTXUTVAVTWAWIWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Stephen Bartoli - Financial Advisor | TrueAdvisor