Michael
Triolo

Morgan Stanley

CRD#4789120
Investment Advisor
in Latham, NY

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About this Advisor

Michael Triolo is a financial advisor who lives in Latham, New York. Currently an advisor with Morgan Stanley, they have accumulated 10 years of practice in the financial advisory industry. Triolo maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative. Triolo can operate based out of New Jersey and Texas. Their career trajectory has included roles at Archview Investment Group Lp, Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Morgan Stanley is based out of Latham, New York, and operates out of 702 additional locations in the United States. Overall, Morgan Stanley manages $729 billion in assets dispersed across 1,815,592 client accounts and retains more than 26,000 people. The level of assets currently under the firm's management places it among the largest financial advisory firms in the United States. The firm manages 1,188,715 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. None of the firm's 1,815,592 clients are regarded as high-net-worth individuals, who are defined as investors who have greater than $1 million in capital. Morgan Stanley can provide 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. The firm may charge clients asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

11 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

1212 Troy Schenectady Road
Latham, NY 12110

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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

Michael Triolo Work History

Michael has 11 years of experience.

2018 - Present (2 years)

Morgan Stanley Smith Barney LLC

2018 - Present (2 years)

Morgan Stanley Private Bank, N.A

2018 - 2018 (< 1 year)

Morgan Stanley Smith Barney LLC

2009 - 2018 (9 years)

Archview Investment Group Lp

Disclosures

Michael Triolo has no disclosures.

Please visit their SEC profile for more details.

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Evan Silverman
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Anna Thackston
Mc Lean, VA
Astrid Nino
Miami, FL
Macy Bowen
Atlanta, GA
Tiany Eversley
Miami, FL
Diki Sherpa
South Jordan, UT

This content was compiled from the SEC and FINRA.

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