Jeff D. Antoniotti, financial advisor Westlake Village CA

Jeff D. Antoniotti

CRD Number: 2461090
Current Firm: Morgan Stanley
Compensation Model: Both

Jeff D. Antoniotti Senior Vice President of 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.

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Company Name Location Dates Years
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Current 4
Morgan Stanley Westlake Village, CA Jun 2009 - Current 10
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: 914-225-5510
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
    729,249
    MILLIONS
  • Total Number of Accounts
    1,815,592
    ACCOUNTS
  • Average Account Value
    $401,659
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

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Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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