AS
AS

Anthony Sarko

20 Years of Experience
Allentown, PA
Broker

Anthony Sarko is a registered investment advisor at Morgan Stanley, based in Allentown, PA, with 20 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

515 West Hamilton Street, 7th Floor, Allentown, PA, 18101

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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.

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Other Business Activities

Anthony owns rental property in Allentown, PA, since 2009. This activity is investment-related and occurs after business hours.

Employment History
Current Registrations
Morgan Stanley
February 2011 - Present · 15 yrs 3 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.Broker
May 2009 - June 2009 · 1 mo
UBS Financial Services INC.Broker
September 2005 - May 2009 · 3 yrs 8 mos
State Registrations20 states
AZCACOCTDEFLGAMDMEMNNCNJNMNYOHPASCTXVAWA
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 Sarko - Financial Advisor | TrueAdvisor