Emily Viano, financial advisor Boston MA
88 score

Emily Viano

CRD Number: 6300237
Current Firm: Morgan Stanley

Emily Viano (CRD# 6300237) is an Investment Advisor Representative working at Morgan Stanley in Boston, MA and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Boston, ME Feb 2014 - Current 2
Unemployed Dover, MA Jun 2013 - Jan 2014 < 1
Hitt & Company, LLC Baltimore, MD Jul 2011 - May 2013 1
Unemployed Dover, MA May 2011 - Jul 2011 < 1
Loyola University Maryland Baltimore, MD Sep 2009 - May 2011 1
Starlight Theater & Cafe Nantucket, MA Jun 2009 - Aug 2009 < 1
Loyola University Maryland Baltimore, MD Sep 2008 - May 2009 < 1
Starlight Theater & Cafe Nantucket, MA May 2008 - Aug 2008 < 1
Catholic University Of America Washington, DC Sep 2007 - May 2008 < 1
Starlight Theater & Cafe Nantucket, MA May 2007 - Aug 2007 < 1
Dover Sherborn High School Dover, MA Sep 2006 - May 2007 < 1
Starlight Theater & Cafe Nantucket, MA Jun 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2014
Contact Info for Emily E. Viano
Phone Number: 914-225-5510
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    535,890
    MILLIONS
  • Total Number of Accounts
    1,563,538
    ACCOUNTS
  • Average Account Value
    $342,742
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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