Anthony
Callea

Morgan Stanley

CRD#3024090
Investment Advisor
in New York, NY
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About this Advisor

Anthony Callea is a certified financial planner who works in New York, New York, with 14 years of experience as a financial advisor. Callea is on the advisory team at Morgan Stanley. Throughout their career, Callea has worked at Morgan Stanley Private Bank, National Association, Banc Of America Insurance Services, Inc, Merrill Lynch, Pierce, Fenner & Smith Inc and Morgan Stanley. Callea holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can operate in New Jersey and Texas. Morgan Stanley is an advisory firm that has its headquarters in New York, New York. The company has offices in 702 locations and a total of 26,000 employees. It handles $735 billion in total assets between its 1,724,668 client accounts, placing it among the biggest firms in the nation by assets under management. The firm serves 283 charities and foundations. The advisory firm performs a wide range of services, such as 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. Financial advisory fee schedules largely vary depending on the financial services provided. However, fee types charged by Morgan Stanley most likely are comprised of any combination of asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

14 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

Yes

Office Location

55 East 52Nd Street 29Th Floor
New York, NY 10055

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Morgan Stanley Brokerage Details

Total Assets Under Management

$729,249,310,930

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

26,000

NY Average: 88
Total Number of Accounts

1,815,592

NY Average: 3,892
Average Account Size

$401,659

NY 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

Anthony Callea Work History

Anthony has 14 years of experience.

2017 - Present (2 years)

Morgan Stanley Private Bank, National Association

2014 - Present (5 years)

Morgan Stanley

2009 - 2014 (5 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2004 - 2009 (5 years)

Banc Of America Insurance Services, Inc

Disclosures

Anthony Callea has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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