RB
RB

Ralph Balzano

38 Years of Experience
Palm Beach Gardens, FL
Broker

Ralph Balzano is a registered investment advisor at Morgan Stanley, based in Palm Beach Gardens, FL, with 38 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

3801 PGA Boulevard, Suite 700, Palm Beach Gardens, FL, 33410

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Ralph is a passive 50% owner of Palm Beach Gardens LLC, a real estate venture established in 2017. All duties related to the LLC are performed by his wife.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
July 2006 - April 2007 · 9 mos
Morgan Stanley Dw INC.Broker
June 2006 - April 2007 · 10 mos
Merrill Lynch Pierce Fenner & Smith INC.
April 2002 - May 2006 · 4 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2002 - May 2006 · 4 yrs 2 mos
UBS Painewebber INC.Broker
April 1997 - March 2002 · 4 yrs 11 mos
Prudential Securities IncorporatedBroker
June 1992 - April 1997 · 4 yrs 10 mos
Smith Barney, Harris Upham & CO., IncorporatedBroker
March 1990 - June 1992 · 2 yrs 3 mos
Bear, Stearns & CO. INC.Broker
March 1989 - March 1990 · 1 yr
Shearson Lehman Hutton INC.Broker
May 1987 - March 1989 · 1 yr 10 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.