Equitas Capital Advisors
46yrs
Top advisor by experience in New Orleans
34yrs
Wayne Traina is a fiduciary financial advisor in New Orleans, Louisiana, with 34 years in the industry. Wayne joined Morgan Stanley in 2010, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, flat fees, and commissions.
One of 676 advisors with offices in New Orleans, and one of 608 fiduciaries.
At a glance
Experience34 years (since 1992)
How that compares ?Top 9% by experience in Louisiana
Office1100 Poydras Street Suite 1900, New Orleans, LA 70163
FirmMorgan Stanley
How the firm is paid ?Percent of assets, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$670,481
Advisors at the firm23,156
States licensed ?2 states
Services through Morgan Stanley
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2010 – nowMorgan StanleyCurrent firm
Questions to ask Wayne
Tailored to Wayne’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
My notes and scorecard
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About Wayne
How do I contact Wayne?
Call Morgan Stanley at 914-225-5510 and ask for Wayne Traina. Wayne works from the New Orleans, LA office.
How long has Wayne been a financial advisor?
Wayne has been in the industry since 1992, about 34 years. Top 9% by experience in Louisiana.
What licenses does Wayne hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Wayne a fiduciary?
Wayne is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Wayne paid?
Morgan Stanley reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products, a share of investment gains, other fees. Ask Wayne for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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