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Anita Thomas

17 Years of Experience
Paramus, NJ
Broker

Anita Thomas is a registered investment advisor at Morgan Stanley, based in Paramus, NJ, with 17 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

61 South Paramus Road, 3rd Floor, Paramus, NJ, 07652

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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

Anita owns rental real estate property in Cave Creek, Arizona, since 2018. She spends a few hours per week on accounting and bookkeeping for this investment-related activity.

Employment History
Current Registrations
Morgan Stanley
November 2023 - Present · 2 yrs 6 mos
Morgan StanleyBroker
May 2022 - Present · 4 yrs
Previous Registrations
J.P. Morgan Securities LLCBroker
January 2022 - April 2022 · 3 mos
J.P. Morgan Securities LLCBroker
April 2013 - April 2021 · 8 yrs
Chase Investment Services CORP.
July 2005 - November 2008 · 3 yrs 4 mos
Chase Investment Services CORP.Broker
July 2005 - November 2008 · 3 yrs 4 mos
Banc One Securities Corporation
January 2004 - July 2005 · 1 yr 6 mos
Banc One Securities CorporationBroker
January 2004 - July 2005 · 1 yr 6 mos
American Express Financial Advisors INC.Broker
May 2003 - December 2003 · 7 mos
Ids Life Insurance CompanyBroker
May 2003 - December 2003 · 7 mos
State Registrations52 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.