MG
CFP
MG
CFP
Michael Graziano
39 Years of Experience
Morristown, NJ
1 DisclosureBroker
Michael Graziano is a CFP-designated registered investment advisor at Morgan Stanley, based in Morristown, NJ, with 39 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
340 Mount Kemble Avenue, Morristown, NJ, 07960
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Regulatory History (1)
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Customer Dispute
April 2009Closed-No Action
Employment History
Current Registrations
Morgan StanleyBroker
September 2021 - Present · 4 yrs 10 mos
Morgan Stanley
September 2021 - Present · 4 yrs 10 mos
Previous Registrations
UBS Financial Services INC.Broker
February 2009 - September 2021 · 12 yrs 7 mos
UBS Financial Services INC.
February 2009 - September 2021 · 12 yrs 7 mos
Citigroup Global Markets INC.
May 2002 - March 2009 · 6 yrs 10 mos
Citigroup Global Markets INC.Broker
January 1990 - March 2009 · 19 yrs 2 mos
Shearson Lehman Hutton INC.Broker
April 1988 - February 1990 · 1 yr 10 mos
E. F. Hutton & Company INCBroker
June 1986 - April 1988 · 1 yr 10 mos
State Registrations30 states
AZCACOCTDCDEFLGAIAILLAMAMDMEMIMTNCNHNJNMNVNYORPARISCTXVAVTWA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.