CB
CB
Celeste Basuino is a registered investment advisor at Morgan Stanley, based in Palo Alto, CA, with 33 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
245 Lytton Avenue, Suite 200, Palo Alto, CA, 94301
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Regulatory History (1)
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Customer Dispute
July 2019Denied
Employment History
Current Registrations
Morgan Stanley
October 2021 - Present · 4 yrs 7 mos
Morgan StanleyBroker
October 2021 - Present · 4 yrs 7 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2013 - October 2021 · 8 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2013 - October 2021 · 8 yrs 9 mos
Unionbanc Investment Services, LLC
October 2003 - February 2013 · 9 yrs 4 mos
Unionbanc Investment Services, LLCBroker
October 2003 - February 2013 · 9 yrs 4 mos
Ifmg Securities, INC.
October 2002 - October 2003 · 1 yr
Ifmg Securities, INC.Broker
October 2002 - October 2003 · 1 yr
Prudential Securities IncorporatedBroker
January 2000 - September 2002 · 2 yrs 8 mos
Prudential Securities Incorporated
January 2000 - September 2002 · 2 yrs 8 mos
Salomon Smith Barney INC.Broker
April 1995 - January 2000 · 4 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 1992 - May 1995 · 3 yrs 1 mo
Intercal Securities CO.Broker
December 1991 - February 1992 · 2 mos
State Registrations8 states
AZCAIDILMDNYORTX
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.