Anthony J Cofone

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

• 10/2007 → 06/2023
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Paramus, NJ
• 07/2011 → 06/2023
  Bank Of America, N.A.
  Paramus, NJ
• 06/2023 → Present
  Morgan Stanley Smith Barney Llc
  Boca Raton, FL
• 08/2023 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2007-10-05 → 2023-06-20
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Montvale, NJ
  Paramus, NJ
  Boynton Beach, FL
  Boynton Beach, FL
  Delray Beach, FL
• 2003-10-14 → 2007-10-11
  A. G. Edwards & Sons, Inc.
  Morristown, NJ
  Morristown, NJ

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-11-26
• S63 Uniform Securities Agent State Law Examination
  1985-05-14

Other Names

• Tony Joseph Cofone
• Anthony Joseph Cofone
• Anthony Joseph Cofone
• Anthony J Cofone
• Anthony J Cofone