Carol Cantore, financial advisor San Luis Obispo CA
93 score

Carol Cantore

CRD Number: 1295894
Current Firm: Morgan Stanley

Carol Cantore (CRD# 1295894) is an Investment Advisor Representative working at Morgan Stanley in San Luis Obispo, CA and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Smith Barney San Luis Obispo, CA Jun 2009 - Current 7
Morgan Stanley & Company, Incorporated San Luis Obispo, CA Apr 2007 - Current 9
Dean Witter Reynolds Inc. San Luis Obispo, CA Mar 1999 - Apr 2007 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1995
S66 NASAA Uniform Combined State Law Examination May 2009
Contact Info for Carol L. Cantore
Phone Number: 914-225-5510
Registered State(s):
  • CA
  • TX
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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