Calyssa Frankel (CRD# 6736508) is an Investment Advisor Representative working at Morgan Stanley in Torrance, CA and has 1 year of experience in the finance industry.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Morgan Stanley Private Bank, N.a | New York, NY | Feb 2023 - Current | 1 |
| Morgan Stanley Smith Barney LLC | Torrance, CA | Dec 2022 - Current | 1 |
| Morgan Stanley Smith Barney LLC | Torrance, CA | Sep 2022 - Dec 2022 | < 1 |
| Paolucci Salling And Martin | El Segundo, CA | Sep 2020 - Aug 2022 | 1 |
| Ucla | Los Angeles, CA | Aug 2018 - Jun 2020 | 1 |
| Santa Monica Community College | Santa Monica, CA | Aug 2016 - Jun 2018 | 1 |
| Morgan Stanley Smith Barney LLC | Torrance, CA | Jan 2017 - Dec 2017 | < 1 |
| Mira Costa High School | Manhattan Beach, CA | Aug 2012 - Jun 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2022 |
- CA
- TX
-
Total Assets Under Management1,402,426MILLIONS
-
Total Number of Accounts2,405,783ACCOUNTS
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Average Account Value$582,939
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Other
- 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
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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