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Calida Stone
15 Years of Experience
Fort Lauderdale, FL
1 DisclosureBroker
Calida Stone is a registered investment advisor at Morgan Stanley, based in Fort Lauderdale, FL, with 15 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
350 East Las Olas Boulevard, Suite 1500, Fort Lauderdale, FL, 33301
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Regulatory History (1)
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Criminal
June 2001Final Disposition
Other Business Activities
Calida works as a delivery driver for DoorDash and Uber Eats in San Francisco, starting in August 2023. She dedicates a few hours per week to these activities outside of business hours, focusing on customer service.
Employment History
Current Registrations
Morgan Stanley
April 2014 - Present · 12 yrs 1 mo
Morgan StanleyBroker
April 2014 - Present · 12 yrs 1 mo
Previous Registrations
Wells Fargo Advisors, LLC
May 2012 - February 2014 · 1 yr 9 mos
Wells Fargo Advisors, LLCBroker
March 2012 - February 2014 · 1 yr 11 mos
Smh Capital INC.Broker
February 2007 - November 2007 · 9 mos
D.A. Davidson & CO.Broker
June 2006 - December 2006 · 6 mos
State Registrations40 states
AKAZCACOCTDCDEFLGAILINKSKYLAMAMDMIMNMONCNHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVirgin IslandsWAWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.