Top Wealth + Best-in-State · rank 5 · New York, New York · listed firm: Morgan Stanley Wealth Management
Identity & firm
- Firm — Morgan Stanley Private Wealth Management (high)
- “Nicholas Kavallieratos works at Morgan Stanley Wealth Management with CRD 4189180 (Firm CRD 149777), located at 55 East 52nd Street New York, NY 10055.” — sec_finra_regulatory
- “Nick is a managing director at Morgan Stanley, specializing in corporate and wealth management services.” — professional_press
- Parent company — Morgan Stanley (high)
- “Current Firm: Morgan Stanley - Firm ID: 149777 - BD SEC Number: 68191 - IA SEC Number: 70103” — sec_finra_regulatory
- Firm type — wirehouse (high)
- “Both BC (Broker-Dealer) and IA (Investment Adviser) scopes are Active” — sec_finra_regulatory
- Team name — The Kavallieratos Librett Team (low)
- “The Kavallieratos Librett Team consists of Nicholas Kavallieratos and Michael Librett, based in New York, NY, and are part of Morgan Stanley's wealth management group.” — social_or_third_party_db
- Team size — 17 (low)
- “His team of 17 members offers the breadth and resources available at Morgan Stanley.” — professional_press
- CRD — 4189180 (high)
- “CRD Number: 4189180 — Individual: Nicholas Kavallieratos” — sec_finra_regulatory
- Years experience — 24 (high)
- “Previous Employers: Citigroup Global Markets Inc. (10/8/2002–4/4/2008; 4/28/2008–6/1/2009)” — sec_finra_regulatory
- Designations — gap: not_found_after_search
Book of business
- Team AUM ($M) — 16100 (high)
- “Team Assets (Custodied): "$16.1B"” — forbes_shook
- Account minimum ($M) — 0 (high)
- “Minimum account size for new business":"$0"” — forbes_shook
- Typical client net worth ($M) — 24.25 (high)
- “Typical Net Worth of Relationships":"$3.5-45M"” — forbes_shook
- Client niche — corporate executives with equity compensation, and public-corporation stock plan services (medium)
- “He also delivers comprehensive knowledge on equity compensation design, stock plan administration services and executive financial planning.” — professional_press
- “Over $2 billion in assets under active management” — professional_press
- Custodians — gap: not_applicable
- Fee model — fee_plus_commission (medium)
- “Scope Status: Both BC (Broker-Dealer) and IA (Investment Adviser) scopes are Active” — sec_finra_regulatory
Positioning & marketing
- Website url — gap: not_found_after_search
- Value proposition (verbatim) — gap: not_found_after_search
- Differentiators — gap: not_found_after_search
- Content marketing — none (low)
- “The search results primarily reference his professional profiles on various financial services directories and publications rather than a dedicated group website.” — social_or_third_party_db
- Has podcast — no (low)
- “Nick Kavallieratos is a Managing Director, Financial Advisor, and Executive Financial Services Director at Morgan Stanley Private Wealth Management.” — professional_press
- Books published — 0 (low)
- “Nick is a managing director at Morgan Stanley, specializing in corporate and wealth management services.” — professional_press
- Linkedin url — https://www.linkedin.com/in/nick-kavallieratos-2a93244/ (medium)
- “Nick Kavallieratos - Managing Director at Morgan Stanley” — social_or_third_party_db
- Social presence — gap: not_found_after_search
- Press awards — Barron's Top 100 Financial Advisors (2022), Barron's Top Private Wealth Management Teams (2020, 2021), Financial Planning Top 40 Under 40, No. 2 (2019), Worth magazine advisor profile (medium)
- “He ranked No. 2 on the Top 40 Under 40 list (2019)” — professional_press
- “The Kavallieratos Librett Team, including Nicholas Kavallieratos and Michael Librett, was recognized on Barron's Top Private Wealth Management Teams lists for 2020 and 2021.” — social_or_third_party_db
Visual brand
- Has distinct logo — gap: not_found_after_search
- Logo url — gap: not_found_after_search
- Visual brand notes — gap: not_found_after_search