RB
RB
Richard Bucaro
43 Years of Experience
Port Jefferson, NY
1 DisclosureBroker
Richard Bucaro is a registered investment advisor at Morgan Stanley, based in Port Jefferson, NY, with 43 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B
Fee Structure
Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location
414 Main Street, Suite 101, Port Jefferson, NY, 11777
Get directionsHistory
Regulatory History (1)
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Customer Dispute
July 1996Settled
Other Business Activities
Richard is a board member of St George Golf and Country Club, a non-profit organization, since 2015. This takes minimal time outside of business hours.
Employment History
Current Registrations
Morgan StanleyBroker
February 2021 - Present · 5 yrs 7 mos
Morgan Stanley
February 2021 - Present · 5 yrs 7 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
September 2007 - February 2021 · 13 yrs 5 mos
Wells Fargo Clearing Services, LLCBroker
September 2007 - February 2021 · 13 yrs 5 mos
Morgan Stanley & CO., IncorporatedBroker
April 2007 - September 2007 · 5 mos
Morgan Stanley & CO., Incorporated
April 2007 - September 2007 · 5 mos
Morgan Stanley
December 2002 - April 2007 · 4 yrs 4 mos
Morgan Stanley Dw INC.Broker
July 1983 - April 2007 · 23 yrs 9 mos
First Investors CorporationBroker
November 1982 - April 1983 · 5 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.