Answer a few questions and
get matched with an advisor.
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
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
Michael Triolo Work History
Michael has 11 years of experience.
Morgan Stanley Smith Barney LLC
Morgan Stanley Private Bank, N.A
Morgan Stanley Smith Barney LLC
Archview Investment Group Lp
Michael Triolo has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Morgan Stanley
Mount Laurel, NJ
Mc Lean, VA
South Jordan, UT
New York, NY