Answer a few questions and
get matched with an advisor.
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
Years of Experience
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Morgan Stanley Brokerage Details
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
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
Mario Fontenot Work History
Mario has 13 years of experience.
Morgan Stanley Smith Barney LLC
Morgan Stanley Private Bank, N.A
Spire Securities LLC
Mario Fontenot has no disclosures.
Please visit their SEC profile for more details.