SF
CFP
SF
CFP

Statton Frank

13 Years of Experience
New Orleans, LA
Broker

Statton Frank is a CFP-designated registered investment advisor at Morgan Stanley, based in New Orleans, LA, with 13 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

1100 Poydras Street, Suite 1900, New Orleans, LA, 70163

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Statton is on the Finance Committee for the Church of the Resurrection, a religious organization, since August 2024. He spends minimal time on fundraising and business development for the church.

Employment History
Current Registrations
Morgan StanleyBroker
July 2019 - Present · 6 yrs 10 mos
Morgan Stanley
July 2019 - Present · 6 yrs 10 mos
Previous Registrations
J.P. Morgan Securities LLC
April 2017 - July 2019 · 2 yrs 3 mos
J.P. Morgan Securities LLCBroker
April 2017 - July 2019 · 2 yrs 3 mos
Iberia Capital Partners L.L.C.Broker
April 2016 - March 2017 · 11 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2012 - April 2016 · 3 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2012 - April 2016 · 4 yrs
State Registrations38 states
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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.