Anthony MaldonadoCRD 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.
American Wealth Management
Cojo Bay Advisors, LLC
Ameriprise Financial Services, Inc.
|Morgan Stanley Private Bank, National Association||New York, NY||Jan 2015 - Current||2|
|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|
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
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