Tonya Andrello is a registered investment advisor at Morgan Stanley, based in Sarasota, FL, with 14 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
2 North Tamiami Trail, Suite 1100, Sarasota, FL, 34236
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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 StanleyBroker
October 2024 - Present · 1 yr 9 mos
Morgan Stanley
October 2024 - Present · 1 yr 9 mos
Previous Registrations
Raymond James & Associates, INC.
February 2021 - October 2024 · 3 yrs 8 mos
Raymond James & Associates, INC.Broker
February 2021 - October 2024 · 3 yrs 8 mos
Northern Trust Securities, INC
September 2017 - January 2021 · 3 yrs 4 mos
Northern Trust Securities, INC.Broker
July 2017 - January 2021 · 3 yrs 6 mos
Wells Fargo Clearing Services, LLC
April 2013 - June 2017 · 4 yrs 2 mos
Wells Fargo Clearing Services, LLCBroker
April 2013 - June 2017 · 4 yrs 2 mos
Ameriprise Financial Services, INC.
September 2012 - April 2013 · 7 mos
Ameriprise Financial Services, INC.Broker
January 2012 - April 2013 · 1 yr 3 mos
Wells Fargo Advisors, LLCBroker
December 2011 - January 2012 · 1 mo
State Registrations38 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.