PS
PS
Prinya Sommala is a registered investment advisor at Morgan Stanley, based in Naples, FL, with 19 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
8889 Pelican Bay Boulevard, Suite 300, Naples, FL, 34108
Get directionsHistory
Regulatory History (2)
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Customer Dispute
April 2015Settled
Customer Dispute
February 2013Settled
Employment History
Current Registrations
Morgan StanleyBroker
September 2022 - Present · 3 yrs 8 mos
Morgan Stanley
September 2022 - Present · 3 yrs 8 mos
Previous Registrations
J.P. Morgan Securities LLC
March 2015 - September 2022 · 7 yrs 6 mos
J.P. Morgan Securities LLCBroker
March 2015 - September 2022 · 7 yrs 6 mos
Santander Securities
February 2013 - March 2015 · 2 yrs 1 mo
Santander Securities LLCBroker
February 2013 - March 2015 · 2 yrs 1 mo
Cco Investment Services CORP.
March 2011 - January 2013 · 1 yr 10 mos
Cco Investment Services CORP.Broker
November 2010 - January 2013 · 2 yrs 2 mos
Financial Network Investment CorporationBroker
November 2008 - December 2008 · 1 mo
Countrywide Investment Services, INC.Broker
March 2008 - September 2008 · 6 mos
Jefferson Pilot Securities CorporationBroker
February 2007 - March 2008 · 1 yr 1 mo
New England SecuritiesBroker
June 2005 - March 2007 · 1 yr 9 mos
Edward JonesBroker
April 2003 - February 2004 · 10 mos
State Registrations30 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.