Gail Distefano is a registered investment advisor at Morgan Stanley, based in Saratoga Springs, NY, with 37 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 Broadway, 2nd Floor, Saratoga Springs, NY, 12866
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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
May 2020 - Present · 6 yrs
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
May 2008 - June 2009 · 1 yr 1 mo
Citigroup Global Markets INC.Broker
September 2002 - June 2008 · 5 yrs 9 mos
UBS Painewebber INC.Broker
March 2000 - September 2002 · 2 yrs 6 mos
Salomon Smith Barney INC.Broker
July 1993 - March 2000 · 6 yrs 8 mos
Lehman Brothers INC.Broker
June 1988 - July 1993 · 5 yrs 1 mo
State Registrations38 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.