Andrea Testa is a registered investment advisor at Morgan Stanley, based in West Palm Beach, FL, with 21 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
777 South Flagler Drive, Suite 700E, West Palm Beach, FL, 33401
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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.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
June 2020 - Present · 5 yrs 11 mos
Morgan StanleyBroker
June 2020 - Present · 5 yrs 11 mos
Previous Registrations
UBS Financial Services INC.
July 2019 - July 2020 · 1 yr
UBS Financial Services INC.Broker
July 2019 - July 2020 · 1 yr
UBS Financial Services INC.Broker
March 2016 - June 2019 · 3 yrs 3 mos
UBS Financial Services INC.
March 2016 - June 2019 · 3 yrs 3 mos
J.P. Morgan Securities LLC
October 2012 - April 2016 · 3 yrs 6 mos
J.P. Morgan Securities LLCBroker
October 2012 - April 2016 · 3 yrs 6 mos
Chase Investment Services CORP.
May 2009 - October 2012 · 3 yrs 5 mos
Chase Investment Services CORP.Broker
May 2009 - October 2012 · 3 yrs 5 mos
Wamu Investments, INC.
March 2009 - May 2009 · 2 mos
Wamu Investments, INC.Broker
November 2004 - May 2009 · 4 yrs 6 mos
State Registrations45 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.