Edmund J. Agresta, III CFP<sup>&reg;</sup> - Financial Advisor

Edmund J. Agresta, III CFP®

Senior Vice President

Morgan Stanley

399 Park Ave, 12th Fl
New York, NY 10022
(212) 893-6406

General

Edmund Agresta is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Morgan Stanley in New York, NY and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 31, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Financial Advisor's Specialties

Comprehensive Financial Planning, Estate Planning, Investment Management, Insurance, Life Planning, Retirement

More

Helpful Financial Planning Resources