Julie
Petro

Morgan Stanley

CRD#5036259
Investment Advisor
in Kahului, HI

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About this Advisor

Julie Petro is a financial advisor who is based in Kahului, Hawaii. Currently a registered investment advisor at Morgan Stanley, they have accrued 16 years of professional experience as a financial advisor. Petro maintains a Series 66 license, which designates the advisor as both a securities agent and an investment advisor representative. Petro is registered to act as an advisor based out of Hawaii and Texas. During their career, Petro has held roles at Morgan Stanley, Atlas Insurance Agency and Yim Investment Management, LLC. Morgan Stanley is based out of Kahului, Hawaii, and has 726 brick-and-mortar locations in the country. As a registered investment advisory firm, Morgan Stanley manages $904 billion in assets throughout 1,863,328 accounts and retains more than 25,600 people. The amount of assets the firm manages places it among the biggest investment advisory firms in the nation. The firm manages 1,273,068 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 1% of the advisor firm's clients are high-net-worth individuals, meaning they have over $1 million in capital. Morgan Stanley offers financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. The firm may charge clients asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

16 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees, Commissions, Others

Disclosures

No

Office Location

33 Lono Avenue Suite 330
Kahului, HI 96732

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Morgan Stanley Brokerage Details

Total Assets Under Management

$904,300,848,179

HI Average: $7,464,549,021
Total Number of Employees

25,600

HI Average: 88
Total Number of Accounts

1,863,328

HI Average: 3,892
Average Account Size

$485,315

HI Average: $1,917,921

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Julie Petro Work History

Julie has 16 years of experience.

2012 - Present (9 years)

Morgan Stanley

2011 - 2012 (1 year)

Atlas Insurance Agency

2004 - 2011 (7 years)

Yim Investment Management, LLC

Disclosures

Julie Petro has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Morgan Stanley

Vikram Srinivasan
Baltimore, MD
Craig Gorden
Atlanta, GA
Brian Sanford
Newtown Square, PA
Derek Campbell
Newport Beach, CA
Rachel Jose
Cleveland, OH
Kayonnoh Cooper
Atlanta, GA
Colin Roesler
Newport Beach, CA
Scarlett Alfonzo
Miami, FL

This content was compiled from the SEC and FINRA.

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