AG
CFP
AG
CFP
Anthony Guadagnino is a CFP-designated registered investment advisor at Morgan Stanley, based in Palm Beach Gardens, FL, with 17 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
3801 PGA Boulevard, Suite 700, Palm Beach Gardens, FL, 33410
Get directionsHistory
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 2019 - Present · 6 yrs 11 mos
Morgan StanleyBroker
June 2019 - Present · 6 yrs 11 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
July 2018 - June 2019 · 11 mos
Strategic Advisers LLC
August 2013 - July 2018 · 4 yrs 11 mos
Fidelity Brokerage Services LLCBroker
July 2013 - June 2019 · 5 yrs 11 mos
Northwestern Mutual Investment Services, LLCBroker
April 2008 - July 2013 · 5 yrs 3 mos
State Registrations35 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.