Jeff D. Antoniotti, financial advisor Westlake Village CA

Jeff D. Antoniotti

CRD 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.

Similar Advisors
Blair Aaronson, financial advisor Westlake Village CA
Blair I. Aaronson
CRD# 1343922
Virtue Capital Management, LLC
Similar Advisors
Mohammed Aater, financial advisor Westlake Village CA
Mohammed Aater
CRD# 3250900
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Similar Advisors
Karolina Abargil Koziec, financial advisor Westlake Village CA
Karolina Y. Abargil Koziec
CRD# 5710119
J.p. Morgan Securities LLC
Company Name Location Dates Years
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
Contact Info for Jeff D. Antoniotti
Phone Number:
Registered State(s):
  • CA
  • AZ
  • AR
  • CO
  • DC
  • DE
  • FL
  • MA
  • NY
  • NV
  • OR
  • TN
  • TX
  • WA
  • WY
By the Numbers
  • Total Assets Under Management
    904,301
    MILLIONS
  • Total Number of Accounts
    1,863,328
    ACCOUNTS
  • Average Account Value
    $485,315
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 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
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Ready to hire a financial advisor? Get competitive proposals from Jeff D. Antoniotti and other advisors.
BADGES
Verified Page
Data verified by both the advisor and the public regulatory data.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.