CC
CC
Catherine Calandra
14 Years of Experience
Ridgefield, CT
1 DisclosureBroker
Catherine Calandra is a registered investment advisor at Morgan Stanley, based in Ridgefield, CT, 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
90 Grove Street, Ridgefield, CT, 06877
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Regulatory History (1)
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Customer Dispute
December 2023Denied
Employment History
Current Registrations
Morgan StanleyBroker
April 2023 - Present · 3 yrs 1 mo
Morgan Stanley
April 2023 - Present · 3 yrs 1 mo
Previous Registrations
J.P. Morgan Securities LLC
August 2016 - April 2023 · 6 yrs 8 mos
J.P. Morgan Securities LLCBroker
August 2016 - April 2023 · 6 yrs 8 mos
Hsbc Securities (USA) INC.Broker
March 2015 - July 2016 · 1 yr 4 mos
Hsbc Securities (USA) INC.
March 2015 - July 2016 · 1 yr 4 mos
Morgan Stanley
October 2011 - February 2015 · 3 yrs 4 mos
Morgan StanleyBroker
October 2011 - February 2015 · 3 yrs 4 mos
State Registrations37 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.