Samantha
Vafiadou

Morgan Stanley

CRD#6173750
Investment Advisor
in New York, NY
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About this Advisor

Samantha Vafiadou is a financial advisor working in New York, New York, who has been in the financial industry for 11 years. Vafiadou is currently employed by Morgan Stanley. Throughout their career, Vafiadou has worked at Morgan Stanley, Soundside Physical Therapy, Fairfield University and Morgan Stanley Services Group Inc. Vafiadou maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to advise clients in New Jersey. Morgan Stanley is an advisory firm headquartered in New York, New York. The firm has offices in 702 locations and a total of 26,000 employees. It controls $735 billion in assets under management between its 1,724,668 client accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm provides services to 283 charities and foundations. The company provides a wide assortment 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. Financial management fee schedules usually are based on the type of financial services offered. However, fee types charged by Morgan Stanley likely include any blend of 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

1 New York Plaza
New York, NY 10004

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Morgan Stanley Brokerage Details

Total Assets Under Management

$735,294,335,666

NY Average: $7,464,549,021
Total Number of Employees

26,000

NY Average: 88
Total Number of Accounts

1,724,668

NY Average: 3,892
Average Account Size

$426,340

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

Samantha Vafiadou Work History

Samantha has 11 years of experience.

2017 - Present (2 years)

Morgan Stanley Services Group Inc

2017 - 2017 (0 years)

Morgan Stanley Services Group Inc

2013 - 2017 (4 years)

Morgan Stanley

2012 - 2013 (1 years)

Soundside Physical Therapy

2007 - 2013 (6 years)

Fairfield University

Disclosures

Samantha Vafiadou has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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