RC
RC

Richard Campanella

38 Years of Experience
Toms River, NJ
Broker

Richard Campanella is a registered investment advisor at Morgan Stanley, based in Toms River, NJ, with 38 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

1433 Hooper Avenue, Toms River, NJ, 08753

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 17 yrs 1 mo
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Morgan Stanley & CO. Incorporated
November 2008 - June 2009 · 7 mos
Morgan Stanley & CO. IncorporatedBroker
November 2008 - June 2009 · 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2005 - November 2008 · 3 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2005 - November 2008 · 3 yrs 6 mos
Hold Brothers On-Line Investment Services L.L.C.Broker
September 2004 - April 2005 · 7 mos
Quest Capital Strategies, INC.Broker
June 2004 - September 2004 · 3 mos
D. E. Shaw Securities, L.P.Broker
March 1993 - December 1998 · 5 yrs 9 mos
D. E. Shaw Investments, L.P.Broker
May 1990 - November 2000 · 10 yrs 6 mos
Drexel Burnham Lambert IncorporatedBroker
December 1987 - August 1989 · 1 yr 8 mos
Cs First Boston CorporationBroker
October 1982 - April 1987 · 4 yrs 6 mos
State Registrations18 states
AZCODEFLGALAMAMINCNHNJNYPARISCTXVAVT
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.