AS
AS

Anthony Satriano

22 Years of Experience
Denver, CO
1 DisclosureBroker

Anthony Satriano is a registered investment advisor at Morgan Stanley, based in Denver, CO, with 22 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

1550 Market Street, Suite 600, Denver, CO, 80202

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
September 2022
Denied
Employment History
Current Registrations
Morgan StanleyBroker
January 2024 - Present · 2 yrs 4 mos
Morgan Stanley
January 2024 - Present · 2 yrs 4 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
October 2015 - January 2024 · 8 yrs 3 mos
Wells Fargo Clearing Services, LLC
October 2015 - January 2024 · 8 yrs 3 mos
UBS Financial Services INC.Broker
June 2014 - October 2015 · 1 yr 4 mos
UBS Financial Services INC.
June 2014 - October 2015 · 1 yr 4 mos
Zions Direct, INC.Broker
March 2008 - June 2014 · 6 yrs 3 mos
Contango Capital Advisors, INC.
March 2008 - June 2014 · 6 yrs 3 mos
Park Avenue Securities LLC
December 2006 - August 2007 · 8 mos
Park Avenue Securities LLCBroker
November 2006 - August 2007 · 9 mos
Securian Financial Services, INC.Broker
August 2003 - November 2006 · 3 yrs 3 mos
Securian Financial Services, INC.
August 2003 - November 2006 · 3 yrs 3 mos
State Registrations42 states
AKAZCACOCTDEFLHIIAIDILINKSKYMAMDMEMIMOMTNCNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAWAWIWY
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.
Anthony Satriano - Financial Advisor | TrueAdvisor