Thomas
Agoglia
Morgan Stanley
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About this Advisor
Thomas Agoglia is a financial advisor based in Baltimore, Maryland, working with Morgan Stanley. Thomas has previously held positions at Morgan Stanley Smith Barney LLC, Wave Resort, Black River Wealth Management LTD, Redwoods Grill & Bar, Morris Sussex Sports, Kings Food Markets, West Morris Mendham High School, and the University of Maryland. Thomas has passed the Series 66 regulatory exam and is registered to provide services in Maryland. Currently, Thomas is part of Morgan Stanley, which operates out of Baltimore, Maryland. The firm has 930 offices and 29,300 employees. The firm manages assets totaling $1.4 trillion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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 fee structure at Morgan Stanley includes asset-based, fixed, commission-based, performance-based, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Morgan Stanley Brokerage Details
$1,402,425,838,334
29,300
2,405,783
$582,939
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
Thomas Agoglia Work History
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith Barney LLC
Wave Resort
Black River Wealth Management LTD
University Of Maryland
Redwoods Grill & Bar
Morris Sussex Sports
Kings Food Markets
West Morris Mendham High School
Disclosures
Please visit the SEC profile of Thomas Agoglia to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Morgan Stanley
New York, NY
Fort Myers, FL
San Diego, CA
New Brunswick, NJ
Wellesley Hills, MA
Scottsdale, AZ
Woodland Hills, CA
Oneonta, NY
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