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Anthony Bonacci

16 Years of Experience
Annapolis, MD
1 DisclosureBroker

Anthony Bonacci is a registered investment advisor at Morgan Stanley, based in Annapolis, MD, with 16 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

410 Severn Avenue, Suite 211, Annapolis, MD, 21403

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History

Regulatory History (1)
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Customer Dispute
August 2013
Denied
Other Business Activities

Anthony is the president and sole member of Gone Phishin', LLC, which holds real estate/rental property. He spends minimal time on this activity outside of business hours.

Employment History
Current Registrations
Morgan Stanley
May 2016 - Present · 10 yrs 4 mos
Morgan StanleyBroker
May 2016 - Present · 10 yrs 4 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2010 - May 2016 · 6 yrs 1 mo
Morgan Stanley
October 2004 - February 2005 · 4 mos
Morgan Stanley Dw INC.Broker
August 2004 - February 2005 · 6 mos
State Registrations36 states
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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.