Joseph Mancini is a registered investment advisor at Morgan Stanley, based in Venice, FL, with 34 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
333 South Tamiami Trail, Suite 199, Venice, FL, 34285
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Regulatory History (1)
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Customer Dispute
March 1996Settled
Employment History
Current Registrations
Morgan Stanley
February 2015 - Present · 11 yrs 3 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.Broker
July 1993 - June 2009 · 15 yrs 11 mos
Lehman Brothers INC.Broker
September 1991 - July 1993 · 1 yr 10 mos
State Registrations35 states
AKALARAZCACOCTDCDEFLGAHIILKSMAMDMIMONCNJNMNVNYOHOKORPARISCTXVAVTWAWIWV
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.