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Andrew Katsanis is a registered investment advisor at Morgan Stanley, based in Orlando, FL, 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
Windmere Financial Center, 4705 South Apopka Vineland Road, Suite 202, Orlando, FL, 32819
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Regulatory History (1)
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Customer Dispute
May 2020Settled
Other Business Activities
Andrew serves as a successor trustee for a trust since 2011. This investment-related activity requires minimal time.
Employment History
Current Registrations
Morgan Stanley
November 2019 - Present · 6 yrs 6 mos
Morgan StanleyBroker
November 2019 - Present · 6 yrs 6 mos
Previous Registrations
Edward Jones
June 2014 - November 2019 · 5 yrs 5 mos
Edward JonesBroker
March 2014 - November 2019 · 5 yrs 8 mos
State Registrations22 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.