NA
CFP
NA
CFP

Nona Avetisyan

11 Years of Experience
Washington, DC
Broker

Nona Avetisyan is a CFP-designated registered investment advisor at Morgan Stanley, based in Washington, DC, with 11 years of industry experience. Nona is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23172 advisors
Number of Clients
2,703,720 clients
Average Client Portfolio
$726K average
Assets Under Management
$1961.9B

Fee Structure

Investment management only (planning not offered)

Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.

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Location

1747 Pennsylvania Ave, Nw Ste 900, Washington, DC, 20006

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Morgan StanleyBroker
October 2025 - Present · 1 yr
Morgan Stanley
October 2025 - Present · 1 yr
Previous Registrations
Charles Schwab & CO., INC.
October 2023 - September 2025 · 1 yr 11 mos
Charles Schwab & CO., INC.Broker
October 2023 - September 2025 · 1 yr 11 mos
Morgan StanleyBroker
October 2021 - September 2023 · 1 yr 11 mos
Morgan Stanley
October 2021 - September 2023 · 1 yr 11 mos
UBS Financial Services INC.
July 2015 - November 2021 · 6 yrs 4 mos
UBS Financial Services INC.Broker
April 2015 - November 2021 · 6 yrs 7 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
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