Nancilyn
Stafutti
Morgan Stanley
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About this Advisor
Nancilyn Stafutti is a financial advisor based in New York, New York with a total of 3 years of industry experience. Stafutti is on the advisory team at Morgan Stanley. The advisor has gained experience at Jpmorgan Chase Bank Na, Jpmorgan Securities LLC, Phillip Jeffries, Loehmanns, Marist College Office Of Special Services, The Club At Morristown, Loeffler Pools, West Orange Tennis Club, Marist College and Morgan Stanley. Stafutti maintains Series 63 and Series 66 licenses, qualifying them as a securities representative, and is approved to serve investors in Connecticut, New Jersey, New York and Texas. Morgan Stanley is a financial advisory company that has its headquarters in Purchase, NY. The company has offices in 930 locations and a total of 28,000 financial advisors. It handles $1 trillion in assets under management between its 2,233,188 customer accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm advises 30,383 charities and foundations. Of its 2,233,188 accounts, just 1% are held by high-net-worth investors who have at least $1 million in assets available to invest. The advisory 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. Financial advisory fee schedules typically vary depending on which services are offered. Fees billed by Morgan Stanley most likely include some blend 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
Nancilyn Stafutti Work History
Nancilyn has been registered as a financial advisor for 3 years.*
Morgan Stanley
Jpmorgan Chase Bank Na
Jpmorgan Securities LLC
Phillip Jeffries
West Orange Tennis Club
West Orange Tennis Club
Phillip Jeffries
Loeffler Pools
Marist College Office Of Special Services
The Club At Morristown
Marist College
Loehmanns
*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 Nancilyn Stafutti to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Morgan Stanley
Oak Brook, IL
Jersey City, NJ
Oakland, CA
Fort Lauderdale, FL
Walnut Creek, CA
New York, NY
Pueblo, CO
Blue Bell, PA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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