AP
AP
Anthony Pimentel is a registered investment advisor at Morgan Stanley, based in Salem, OR, with 15 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
4285 Commercial Street South East, Suite 200, Salem, OR, 97302
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Regulatory History (1)
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Financial
August 2016Final
Other Business Activities
Anthony sells items on eBay, works at Walmart and Instacart, and provides delivery services for Roadie. These activities require minimal time outside of business hours and are not investment-related.
Employment History
Current Registrations
Morgan Stanley
September 2017 - Present · 8 yrs 8 mos
Morgan StanleyBroker
April 2017 - Present · 9 yrs 1 mo
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2005 - June 2007 · 1 yr 7 mos
Morgan Stanley Dw INC.Broker
August 2001 - October 2005 · 4 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2001 - August 2001 · 5 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.