AL
AL

Anthony Lafonte

23 Years of Experience
Red Bank, NJ
Broker

Anthony Lafonte is a registered investment advisor at Morgan Stanley, based in Red Bank, NJ, with 23 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
Loading...

Location

20 Linden Place, Red Bank, NJ, 07701

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Anthony owns rental property in Edison, NJ, and is involved in maintenance. He also participates in the NJFOA Shore Chapter and is a high school football referee. His wife runs Triplescoops LLC, a retail/online store franchise.

Employment History
Current Registrations
Morgan Stanley
September 2013 - Present · 12 yrs 10 mos
Morgan StanleyBroker
September 2013 - Present · 12 yrs 10 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2008 - September 2013 · 5 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2008 - September 2013 · 5 yrs 3 mos
Citigroup Global Markets INC.Broker
July 2007 - May 2008 · 10 mos
Merrill Lynch Pierce Fenner & Smith INC.
January 2003 - May 2007 · 4 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2003 - May 2007 · 4 yrs 4 mos
AXA Advisors, LLCBroker
March 2002 - September 2002 · 6 mos
State Registrations32 states
AZCACOCTDCDEFLGAHIIAMAMDMEMIMNMONCNHNJNVNYOHOKORPASCSDTXVAVTWAWY
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.