Nicholas Crocitto is a registered investment advisor at Morgan Stanley, based in Brewster, MA, 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
Brewster, MA
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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.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
April 2021 - Present · 5 yrs 3 mos
Morgan StanleyBroker
April 2021 - Present · 5 yrs 3 mos
Previous Registrations
Citigroup Global Markets INC.
May 2007 - April 2021 · 13 yrs 11 mos
Citigroup Global Markets INC.Broker
May 2007 - April 2021 · 13 yrs 11 mos
Citicorp Investment Services
September 2004 - May 2007 · 2 yrs 8 mos
Citicorp Investment ServicesBroker
May 1997 - May 2007 · 10 yrs
Invest Financial CorporationBroker
October 1994 - May 1997 · 2 yrs 7 mos
Nomura Securities International, INC.Broker
July 1991 - November 1993 · 2 yrs 4 mos
Fundamental Brokers INC.Broker
June 1990 - December 1990 · 6 mos
Drexel Burnham Lambert IncorporatedBroker
June 1988 - March 1990 · 1 yr 9 mos
State Registrations16 states
CACTFLMAMDMEMONCNENHNJNVNYSCTXVA
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.