Stephanie Petrosini, financial advisor Red Bank NJ
93 score

Stephanie Petrosini

CRD Number: 5279451
Current Firm: Morgan Stanley

Stephanie Petrosini (CRD# 5279451) is an Investment Advisor Representative working at Morgan Stanley in Red Bank, NJ and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Current 1
Morgan Stanley Smith Barney Red Bank, NJ Jun 2009 - Current 7
Morgan Stanley & Company, Incorporated Red Bank, NJ Apr 2007 - Current 9
Labratory Institute Of Merchandising New York, NY Jan 2005 - Current 11
Morgan Stanley Dw Inc. Red Bank, NJ Jan 2007 - Apr 2007 < 1
Vector Marketing Monmouth Cty, NJ May 2005 - Dec 2006 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2007
Contact Info for Stephanie A. Petrosini
Phone Number: 914-225-5510
Registered State(s):
  • NJ
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
93
Clean Record
This advisor has a clean track record with regulators.

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