Mario
Fontenot

Morgan Stanley

CRD#6542912
Investment Advisor
in New York, NY
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About this Advisor

Mario Fontenot is a financial advisor who works in New York, New York, who has 13 years in the industry. Fontenot is on the advisory team at Morgan Stanley. Over the course of their career, Fontenot has held roles at Allied Barton, Spire Securities LLC, Bicycle Habitat, Yassine Enterprises, Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Fontenot holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can advise clients in Connecticut and Texas. Morgan Stanley is a registered investment company operating out of New York, New York. It has offices in 702 locations and a total of 26,000 employees. It controls $735 billion in total assets between its 1,724,668 accounts, making it one of the largest firms in the nation by assets under management. The firm provides services to 283 charities and foundations. The advisory firm provides a broad 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. A financial advisor's fee schedules largely depend on which services are offered. Fees charged by Morgan Stanley most likely consist of asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

13 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

1 New York Plaza
New York, NY 10036

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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

Mario Fontenot Work History

Mario has 13 years of experience.

2016 - Present (3 years)

Morgan Stanley Smith Barney LLC

2016 - 2017 (1 years)

Morgan Stanley Private Bank, N.A

2015 - 2016 (1 years)

Spire Securities LLC

2013 - 2016 (3 years)

Bicycle Habitat

2009 - 2013 (4 years)

Yassine Enterprises

2005 - 2009 (4 years)

Allied Barton

Disclosures

Mario Fontenot has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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