EL
EL
Egidio Lepre is a registered investment advisor at Morgan Stanley, based in Garden City, NY, with 7 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
Loading...
Location
1200 Franklin Avenue, 2nd Floor, Garden City, NY, 11530
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
April 1993Final
Other Business Activities
Egidio is the president of Lucyrosegrandy Corp, a speculation company started in 2017, but there is no active management. He is also the sole proprietor/owner of Lucyrosegrande Corp, a private holding corporation, spending minimal time on investment decisions and advice.
Employment History
Current Registrations
Morgan StanleyBroker
June 2018 - Present · 7 yrs 11 mos
Morgan Stanley
June 2018 - Present · 7 yrs 11 mos
State Registrations43 states
AKALAZCACOCTDCDEFLGAILINKYMAMDMEMIMNMOMSMTNCNENHNJNMNVNYOHORPARISCSDTNTXUTVAVTWAWIWVWY
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.