Anastasios Kountis is a registered investment advisor at Morgan Stanley, based in Akron, OH, 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
3700 Embassy Parkway, Suite 340, Akron, OH, 44333
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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
February 2025 - Present · 1 yr 3 mos
Morgan StanleyBroker
February 2025 - Present · 1 yr 3 mos
Previous Registrations
Key Investment Services LLC
July 2019 - February 2025 · 5 yrs 7 mos
Key Investment Services LLCBroker
August 2018 - February 2025 · 6 yrs 6 mos
PNC InvestmentsBroker
December 2017 - September 2018 · 9 mos
Patrick Capital Markets, LLCBroker
October 2014 - December 2017 · 3 yrs 2 mos
First Independent Financial Services, INC.Broker
November 2010 - November 2014 · 4 yrs
State Registrations12 states
AZCAFLGAILINNCNYOHSCTNTX
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.