Anita Oplotnik
Anita Oplotnik is a registered investment advisor at Morgan Stanley, based in Springfield, MO, with 23 years of industry experience. Anita is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
1535 East Primrose Street, Springfield, MO, 65804
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Regulatory History (1)
Customer Dispute
August 2017Other Business Activities
Anita owns ABO Properties, LLC, a commercial building for lease, and spends minimal time on it. She also holds an appointed government position at Missouri Southern State University, dedicating minimal time during business hours to administrative tasks.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
State Registrations34 states
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
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