AS
CFP
AS
CFP

Anita Srivastava

12 Years of Experience
Paramus, NJ
Broker

Anita Srivastava is a CFP-designated registered investment advisor at Morgan Stanley, based in Paramus, NJ, 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

Mack Center Iv, South 61, Paramus Road, Paramus, NJ, 07652

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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

Anita owns rental properties in Brookline, Massachusetts and Mantoloking, NJ, dedicating minimal time to these activities. She is also a board member of the College Club of Northern New Jersey Inc.

Employment History
Current Registrations
Morgan StanleyBroker
November 2023 - Present · 2 yrs 8 mos
Morgan Stanley
November 2023 - Present · 2 yrs 8 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2017 - December 2023 · 6 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2017 - December 2023 · 6 yrs 9 mos
Morgan Stanley
November 2014 - March 2017 · 2 yrs 4 mos
Morgan StanleyBroker
November 2014 - March 2017 · 2 yrs 4 mos
Pruco Securities, LLC.Broker
January 2014 - September 2014 · 8 mos
State Registrations38 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.