Raymond Kostyack, financial advisor Shrewsbury NJ
73 score

Raymond Kostyack

CRD Number: 1810052
Current Firm: Morgan Stanley

Raymond Kostyack (CRD# 1810052) is an Investment Advisor Representative working at Morgan Stanley in Shrewsbury, NJ and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Private Bank, N.a. New York, NY Jan 2015 - Current 3
Morgan Stanley Westfield, NJ Sep 2013 - Current 4
Wells Fargo Advisors LLC Westfield, NJ May 2009 - Sep 2013 4
Wachovia Securities LLC Westfield, NJ Jul 2003 - May 2009 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1988
S65 NASAA Investment Advisors Law Examination Aug 1996
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Regulatory Event
Get Details on the FINRA Advisor Check site
Contact Info for Raymond Kostyack
Phone Number: 914-225-5510
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    598,503
    MILLIONS
  • Total Number of Accounts
    1,610,240
    ACCOUNTS
  • Average Account Value
    $371,685
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

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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BADGES
73

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