AC
AC

Ana Costa

25 Years of Experience
Warren, NJ
Broker

Ana Costa is a registered investment advisor at Morgan Stanley, based in Warren, NJ, with 25 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

15 Independence Boulevard, 1st Floor, Warren, NJ, 07059

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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

Ana is a joint owner of commercial property in Portugal since 2019, and an owner of rental property in Warren, NJ since 2019, dedicating minimal time to each. She is also the sole proprietor/owner of A & E Cutting LLC, a construction/engineering business in Warren, NJ, since 2023.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
October 2007 - June 2009 · 1 yr 8 mos
Citigroup Global Markets INC.Broker
October 2007 - June 2009 · 1 yr 8 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2004 - October 2007 · 3 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2001 - October 2007 · 6 yrs 8 mos
State Registrations39 states
AKALAZCACOCTDCDEFLGAHIILKSKYLAMAMDMEMIMNMONCNENHNJNVNYOHORPARISCTXUTVAVTVirgin IslandsWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.