Anthony MaddelinaCRD Number: 1933927
Current Firm: Morgan Stanley
Anthony Maddelina (CRD# 1933927) is an Investment Advisor Representative working at Morgan Stanley in Palm Desert, CA and has over 21 years of experience in the finance industry.
Centaurus Financial, Inc.
Balboa Wealth Partners, Inc.
First Heartland Consultants, Inc.
|Morgan Stanley Private Bank, National Association||New York, NY||Jan 2015 - Current||3|
|Morgan Stanley Smith Barney||Irvine, CA||Jun 2009 - Current||8|
|Morgan Stanley & Company Incorporated||Laguna Woods, CA||Sep 2008 - May 2009||< 1|
|Aig Financial Advisors, Inc.||Phoenix, AZ||Oct 2005 - Sep 2008||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1996|
|S65||NASAA Investment Advisors Law Examination||Dec 1996|
Total Assets Under Management598,503MILLIONS
Total Number of Accounts1,610,240ACCOUNTS
Average Account Value$371,685
- 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 investment companies (as well as "business development companies")
- 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, WY