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Stanley Quelle

Morgan Stanley

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About Stanley Quelle

Stanley Quelle is a registered investment advisor representative with Morgan Stanley. Stanley has been in the financial industry for over 23 years, having previously held positions at firms like Raymond James & Associates, Northwestern Mutual Investment Services, Merrill Lynch, and Prudential Securities. Stanley holds multiple industry licenses, including Series 7, 63, 66, and 55. Stanley specializes in providing portfolio management for individuals, businesses, and investment companies. Stanley also offers financial planning, pension consulting, and asset allocation advice.

Firm Information

Stanley Quelle is currently registered with Morgan Stanley. Morgan Stanley is a Limited Liability Company based in PURCHASE, NY, formed in 2009. They offer a wide range of advisory services, including financial planning, pension consulting, educational seminars, and selection of other advisors. Their client base includes individuals, high-net-worth individuals, investment clubs, corporations, insurance companies, investment companies, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Morgan Stanley manages approximately $10 billion to $50 billion in assets. Their website addresses are HTTP://WWW.MORGANSTANLEYCLIENTSERV.COM and HTTP://WWW.MORGANSTANLEY.COM.
Morgan Stanley

2000 WESTCHESTER AVENUE

PURCHASE, NY 10577-2530

$1.40T

Assets Under Management

335,385

Total Clients

23,624

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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asset allocation advice

Asset allocation advice

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

See schedule d miscellaneous

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Stanley Quelle’s Registration & Firm History

NY

03/09/2023 - Present

Morgan Stanley (New York NY)

FL

11/11/2022 - 02/24/2023

RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)

NY

04/21/2022 - 08/17/2022

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (NEW YORK NY)

NY

11/14/2018 - 04/01/2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HICKSVILLE NY)

NY

01/30/2017 - 08/28/2017

PRUCO SECURITIES, LLC. (MELVILLE NY)

NY

04/06/2009 - 01/30/2015

DE ROUTE (NEW YORK NY)

NY

07/17/2006 - 08/29/2007

METLIFE SECURITIES INC. (ROSLYN NY)

NY

07/17/2006 - 07/09/2007

METROPOLITAN LIFE INSURANCE COMPANY (ROSLYN NY)

NY

11/23/2005 - 05/22/2006

EHRENKRANTZ KING NUSSBAUM, INC. (MELVILLE NY)

NJ

02/04/2003 - 03/17/2005

CROWN FINANCIAL GROUP, INC. (JERSEY CITY NJ)

NY

09/09/2002 - 02/18/2003

TULLETT LIBERTY SECURITIES INC. (NEW YORK NY)

NY

02/18/1999 - 04/16/2002

KNIGHT CAPITAL MARKETS, LLC. (PURCHASE NY)

NJ

02/08/2000 - 09/27/2000

KNIGHT SECURITIES, L.P. (JERSEY CITY NJ)

NY

11/30/1995 - 12/31/1998

D. E. SHAW SECURITIES, L.P. (NEW YORK NY)

NY

03/30/1995 - 05/12/1995

NEWBRIDGE SECURITIES INC. (NEW YORK NY)

NY

04/27/1993 - 02/21/1995

CS FIRST BOSTON CORPORATION (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 01/07/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/02/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 62 - Corporate Securities Limited Representative Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 08/28/2017

SIE - Securities Industry Essentials Examination

BC

Issued 12/16/1999

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 04/01/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE American LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Stanley Quelle.
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