Marisa
Acosta
Morgan Stanley
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About this Advisor
Marisa Acosta is a financial advisor operating in Purchase, New York with 3 years of industry experience. Acosta is an employee of Morgan Stanley. Throughout their career, Acosta has worked at Morgan Stanley Smith Barney LLC, Solomon Page, National Association Of Hispanic Real Estate Professionals, Outpost Summer Camps, Sarah Lawrence College, Canyon Crest Academy and Morgan Stanley Private Bank, N.A. Acosta has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Connecticut, New York and Texas. Morgan Stanley is a financial advisory company that has its headquarters in Purchase, NY. The firm has offices in 930 locations and a total of 28,000 people on staff. It has $1 trillion in total assets between its 2,233,188 accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm serves 30,383 charities and foundations. Of its 2,233,188 customer accounts, just 1% are associated with high-net-worth individuals who have at least $1 million in investable assets. The firm 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 advice typically are based on the services provided. However, fees billed by Morgan Stanley can consist of some combination of asset-based, fixed, commission-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Morgan Stanley Brokerage Details
$1,185,061,196,999
28,000
2,233,188
$530,659
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
Marisa Acosta Work History
Marisa has been registered as a financial advisor for 3 years.*
Morgan Stanley Smith Barney LLC
Morgan Stanley Private Bank, N.A
Solomon Page
National Association Of Hispanic Real Estate Professionals
Outpost Summer Camps
Sarah Lawrence College
Canyon Crest Academy
*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 Marisa Acosta 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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