Jeff D. AntoniottiCRD Number: 2461090
Current Firm: Morgan Stanley
Compensation Model: Both
Jeff D. Antoniotti Executive Director, Wealth Management has celebrated 20 years at Morgan Stanley and manages over half a billion in client assets. He has been named in The Financial Times 400 Top Financial Advisors and Forbes Best-In-State Wealth Advisors.
Virtue Capital Management, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
J.p. Morgan Securities LLC
|Morgan Stanley Private Bank, National Association||New York, NY||Jan 2015 - Current||6|
|Morgan Stanley||Westlake Village, CA||Jun 2009 - Current||11|
|Citigroup Global Markets Inc.||Westlake Village, CA||Aug 1997 - Jun 2009||11|
|Exam Code||Name||Passed Date|
|S7||General Securities Representative Examination (GS)||Mar 1994|
|S63||Uniform Securities State Law Examination||Mar 1994|
|S65||NASAA Investment Advisors Law Examination||Feb 1997|
|S31||Futures Managed Funds Examination||Jul 2004|
Total Assets Under Management904,301MILLIONS
Total Number of Accounts1,863,328ACCOUNTS
Average Account Value$485,315
- 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
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