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Anne Tamayo

23 Years of Experience
New York, NY
Broker

Anne Tamayo is a registered investment advisor at Morgan Stanley, based in New York, NY, 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
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Location

1585 Broadway, New York, NY, 10036

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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

Anne is a sole proprietor/owner of an art/culture retail/online store since April 2020. She spends a few hours per week on administrative, accounting, sales, investment decisions, and customer service tasks related to this business.

Employment History
Current Registrations
Morgan Stanley
June 2015 - Present · 10 yrs 11 mos
Morgan StanleyBroker
September 2014 - Present · 11 yrs 8 mos
Previous Registrations
UBS Financial Services INC.Broker
July 2012 - September 2014 · 2 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2005 - April 2012 · 7 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2002 - April 2012 · 9 yrs 8 mos
State Registrations2 states
NJNY
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.