AS
AS

Annette Schiavone

20 Years of Experience
Baltimore, MD
1 DisclosureBroker

Annette Schiavone is a registered investment advisor at Morgan Stanley, based in Baltimore, MD, 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
Loading...

Location

1300 Thames Street, Baltimore, MD, 21231

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
June 2011
Settled
Other Business Activities

Annette is a fiduciary for an immediate family member, overseeing a trust account and distributing income, dedicating a few hours per week. She is also a committee member for a FINRA committee and owns rental property in Baltimore, Maryland.

Employment History
Current Registrations
Morgan Stanley
December 2012 - Present · 13 yrs 7 mos
Morgan Stanley
December 2012 - Present · 13 yrs 7 mos
Morgan StanleyBroker
December 2012 - Present · 13 yrs 7 mos
Previous Registrations
Lincoln Financial Advisors Corporation
November 2011 - September 2012 · 10 mos
Lincoln Financial Advisors CorporationBroker
November 2011 - September 2012 · 10 mos
Ic Advisory Services, INC.
February 2009 - October 2011 · 2 yrs 8 mos
The Investment Center, INC.Broker
February 2009 - October 2011 · 2 yrs 8 mos
The Ayco Company,l.p.
November 2007 - November 2008 · 1 yr
Mercer Allied Company, L.P.Broker
November 2007 - November 2008 · 1 yr
Metlife Securities INC.
January 2007 - September 2007 · 8 mos
Metlife Securities INC.Broker
December 2006 - September 2007 · 9 mos
Metropolitan Life Insurance CompanyBroker
December 2006 - July 2007 · 7 mos
Morgan Stanley
August 2004 - August 2006 · 2 yrs
Morgan Stanley Dw INC.Broker
July 2004 - August 2006 · 2 yrs 1 mo
State Registrations2 states
MDVA
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.