Simone PitterCRD Number: 4620567
Current Firm: Morgan Stanley
Simone Pitter (CRD# 4620567) is an Investment Advisor Representative working at Morgan Stanley in Orlando, FL and has over 12 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Retirement Wealth Advisors, Inc.
|Morgan Stanley Private Bank, National Association||New York, NY||Sep 2015 - Current||2|
|Morgan Stanley||Orlando, FL||Nov 2010 - Current||6|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Naples, FL||Oct 2009 - Nov 2010||1|
|Banc Of America Investment Services, Inc.||Naples, FL||Jan 2007 - Nov 2010||3|
|Banc Of America Insurance Services, Inc.||Naples, FL||Sep 2007 - Feb 2008||< 1|
|Bank Of America, N.a.||New York, NY||Jan 2007 - Jun 2007||< 1|
|Banc Of America Investment Services Inc.||Fort Laudedale, FL||May 2005 - Jan 2007||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2005|
|S66||NASAA Uniform Combined State Law Examination||Sep 2008|
Total Assets Under Management535,890MILLIONS
Total Number of Accounts1,563,538ACCOUNTS
Average Account Value$342,742
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
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