Capitol Securities Management
47yrs
Top advisor by experience in Tampa
2yrs
Max Consoni
Financial advisor at Morgan Stanley
Based in Tampa, Florida, Max Consoni is a fiduciary financial advisor with 2 years of industry experience. Max has been with Morgan Stanley since 2025. Morgan Stanley offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 3079 advisors with offices in Tampa, and one of 2910 fiduciaries.
At a glance
Experience2 years (since 2025)
How that compares ?2 years in the industry
Office4050 West Boy Scout Boulevard, Tampa, FL 33607
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 ?1 state
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
- Oct 2025 – nowMorgan StanleyCurrent firm
Contact Max
(914) 225-5510Firm headquarters in Purchase, NY. Ask for Max. 4050 West Boy Scout BoulevardTampa, FL 33607Office · Get directions Firm websiteHTTP://WWW.MORGANSTANLEY.COM
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Max
Tailored to Max’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Max
How do I contact Max?
Call Morgan Stanley at (914) 225-5510 and ask for Max Consoni. Max works from the Tampa, FL office.
How long has Max been a financial advisor?
Max has been in the industry since 2025, about 2 years. 2 years in the industry.
What licenses does Max hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Max a fiduciary?
Max is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Max 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 Max 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.
Other advisors nearby
J. W. Cole Advisors
47yrs
Top advisor by experience at J. W. Cole Advisors
Ameriprise Financial Services
47yrs
Top 1% by experience in Tampa
Morgan Stanley
46yrs
Top 1% by experience in Tampa
Capitol Securities Management
46yrs
Top 1% by experience in Tampa
Capitol Securities Management
46yrs
Top 1% by experience in Tampa