Anthony Maldonado, financial advisor Reno NV
90 score

Anthony Maldonado

CRD Number: 6045036
Current Firm: Morgan Stanley

Anthony Maldonado (CRD# 6045036) is an Investment Advisor Representative working at Morgan Stanley in Reno, NV and has over 4 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 Reno, NV Sep 2013 - Current 3
J.p. Morgan Securities LLC Simi Valley, CA Oct 2012 - Aug 2013 < 1
Jpmorgan Chase Bank Simi Valley, CA Jul 2011 - Aug 2013 2
Chase Investment Services Corp Simi Valley, CA Mar 2012 - Oct 2012 < 1
California Lutheran University Thousand Oaks, CA May 2011 - Jul 2011 < 1
California Lutheran University Thousand Oaks, CA Aug 2010 - May 2011 < 1
Yuba Community College Marysville, CA Jul 2009 - Aug 2010 1
Gurr Development Sparks, NV Jul 2007 - Jul 2009 2
Edward C Reed High School Sparks, NV Jan 2006 - Jul 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2012
S65 NASAA Investment Advisors Law Examination Nov 2013
Contact Info for Anthony J. Maldonado
Phone Number: 914-225-5510
Registered State(s):
  • NV
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
90
Clean Record
This advisor has a clean track record with regulators.

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