Anthony
Nicoletta

Morgan Stanley

CRD#6018359
Investment Advisor
in Melville, NY

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About this Advisor

Anthony Nicoletta is a financial advisor operating out of Melville, New York, with 8 years of relevant experience. Nicoletta works at Morgan Stanley. Over the course of their career, Nicoletta has held roles at Citigroup Global Markets, Ubs Financial Services and Morgan Stanley Smith Barney LLC. Nicoletta holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in New Jersey, New York and Texas. Morgan Stanley is an advisory firm operating out of Purchase, NY. The company has offices in 930 locations and a total of 28,000 people on staff. It handles $1 trillion in assets under management among its 2,233,188 client accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm advises 30,383 charities and foundations. Of its 2,233,188 client accounts, just 1% are held by high-net-worth clients who have more than $1 million in investable assets. Morgan Stanley performs a number of services, including 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. Fees for financial management typically are based on which services the firm provides the client. However, fee types billed by Morgan Stanley most likely consist of any blend of asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

8 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

Office Location

58 South Service Road Suite 400
Melville, NY 11747

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Morgan Stanley Brokerage Details

Total Assets Under Management

$1,185,061,196,999

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

28,000

NY Average: 88
Total Number of Accounts

2,233,188

NY Average: 3,892
Average Account Size

$530,659

NY Average: $1,917,921

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 Nicoletta Work History

Anthony has been registered as a financial advisor for 8 years.*

2015 - Present (9 years)

Morgan Stanley Smith Barney LLC

2013 - 2015 (2 years)

Ubs Financial Services

2012 - 2013 (1 year)

Citigroup Global Markets

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Anthony Nicoletta to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

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Matthew Cooper
New Haven, CT
Calvin Mason
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Daniel Evans
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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