Anita Szalai
Investment adviser representative at Morgan Stanley
12 yearsExperience
3 statesRegistered in
$2TFirm assets
17 yearsFirm in business
Are you Anita Szalai? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissionsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Morgan StanleyOct 2023 to now
- The Gms Group, L.L.C.Aug 2020 to Oct 2023
- UnemployedFeb 2020 to Jul 2020
- Bank of America, N.A.Dec 2019 to Jan 2020
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2019 to Jan 2020
- UnemployedJan 2019 to Oct 2019
- Ladenburg Thalmann & Co.Feb 2018 to Jan 2019
- UnemployedNov 2017 to Feb 2018
- Balyasny Asset ManagementJul 2017 to Nov 2017
- UnemployedApr 2017 to Jul 2017
- Itg Inc.Sep 2014 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 3 states (NJ, NY, TX).
Morgan Stanley
Legal name: Morgan Stanley Smith Barney LLC
$2TAssets managed
2,703,720Clients
23,165Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6212104
- Firm CRD
- 149777