JM
JM
John Magnesio is a registered investment advisor at Morgan Stanley, based in Greenwich, CT, with 35 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
One Fawcett Place, 3rd Floor, Greenwich, CT, 06830
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Regulatory History (1)
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Customer Dispute
Award / Judgment
Employment History
Current Registrations
Morgan StanleyBroker
October 2022 - Present · 3 yrs 7 mos
Morgan Stanley
October 2022 - Present · 3 yrs 7 mos
Previous Registrations
UBS Financial Services INC.Broker
November 2008 - October 2022 · 13 yrs 11 mos
UBS Financial Services INC.
November 2008 - October 2022 · 13 yrs 11 mos
Morgan Stanley & CO. Incorporated
April 2007 - December 2008 · 1 yr 8 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - December 2008 · 1 yr 8 mos
Morgan Stanley
March 2006 - April 2007 · 1 yr 1 mo
Morgan Stanley Dw INC.Broker
October 2004 - April 2007 · 2 yrs 6 mos
Citigroup Global Markets INC.Broker
July 1995 - October 2004 · 9 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 1984 - March 1989 · 4 yrs 6 mos
State Registrations41 states
ALARAZCACOCTDCDEFLGAIDILINMAMDMEMIMNMSMTNCNDNHNJNMNVNYOHORPAPRRISCSDTXUTVAVTWAWIWY
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.