Neal Karelitz is a registered investment advisor at Morgan Stanley, based in Wellesley, MA, with 46 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
Loading...
Location
112 Worcester Street, Wellesley, MA, 02481
Get directionsHistory
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.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
May 2020 - Present · 6 yrs
Morgan Stanley
September 2014 - Present · 11 yrs 8 mos
Morgan StanleyBroker
September 2014 - Present · 11 yrs 8 mos
Previous Registrations
Oppenheimer & CO. INC.Broker
January 2007 - October 2014 · 7 yrs 9 mos
Moors & Cabot, INC.Broker
May 2001 - January 2007 · 5 yrs 8 mos
Tucker Anthony IncorporatedBroker
August 2000 - April 2001 · 8 mos
Cibc World Markets CORP.Broker
April 1993 - August 2000 · 7 yrs 4 mos
Lehman Brothers INC.Broker
October 1979 - April 1993 · 13 yrs 6 mos
State Registrations44 states
ALAZCACOCTDCDEFLGAHIIAILINKSKYLAMAMDMEMIMNMOMTNCNHNJNMNVNYOHORPARISCSDTNTXUTVAVTWAWIWVWY
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.