Stephen Mario Anzalone

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2016 → 05/2018
  Karps Hardware
  East Northport, NY
• 05/2018 → 09/2018
  Brothers 2 Landscapes
  Northport, NY
• 05/2019 → 09/2019
  Zabell & Collotta P.C.
  Bohemia, NY
• 09/2016 → 05/2020
  Hofstra University
  Hempstead, NY
• 08/2019 → Present
  Royal Alliance
  Garden City, NY
• 04/2022 → Present
  Morgan Stanley
  New York, NY
• 05/2022 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2021-02-04 → 2022-06-28
  Osaic Wealth, Inc.
  Garden City, NY

Exams

• S66 Uniform Combined State Law Examination
  2020-12-31