GM
GM

Gregory Maniaci

40 Years of Experience
Dana Point, CA
Broker

Gregory Maniaci is a registered investment advisor at Morgan Stanley, based in Dana Point, CA, with 40 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

Dana Point, CA

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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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Other Business Activities

Gregory is a member of XM Properties LLC, a real estate venture, since 2010. He dedicates minimal time to this activity.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
July 1997 - June 2009 · 11 yrs 11 mos
Citigroup Global Markets INC.Broker
July 1993 - June 2009 · 15 yrs 11 mos
Lehman Brothers INC.Broker
July 1991 - July 1993 · 2 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 1986 - July 1991 · 5 yrs 6 mos
State Registrations36 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Gregory Maniaci - Financial Advisor | TrueAdvisor