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Stephanie Stathos

12 Years of Experience
Boston, MA
Broker

Stephanie Stathos is a registered investment advisor at Morgan Stanley, based in Boston, MA, with 12 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

28 State Street 26th Floor, Boston, MA, 02109

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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

Stephanie is a freelance flutist and flute teacher, and a member of the Cape Ann Symphony and Lexington Symphony since 1995. She dedicates about 10-20% of her time to these activities, which are not investment-related.

Employment History
Current Registrations
Morgan Stanley
July 2013 - Present · 12 yrs 10 mos
Morgan StanleyBroker
June 2013 - Present · 12 yrs 11 mos
State Registrations12 states
COCTILMANCNHNJNVNYORTXVT
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.