JP
JP
John Palazzetti is a registered investment advisor at Morgan Stanley, based in New York, 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
55 East 52nd Street, 7th Floor, New York, NY, 10055
Get directionsHistory
Regulatory History (1)
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Customer Dispute
September 2004Settled
Employment History
Current Registrations
Morgan Stanley
December 2019 - Present · 6 yrs 5 mos
Morgan StanleyBroker
December 2019 - Present · 6 yrs 5 mos
Morgan Stanley
December 2019 - Present · 6 yrs 5 mos
Previous Registrations
Park Avenue Securities LLCBroker
June 2014 - November 2019 · 5 yrs 5 mos
Park Avenue Securities LLC
June 2014 - November 2019 · 5 yrs 5 mos
Fieldpoint Private Securities, LLCBroker
July 2011 - May 2014 · 2 yrs 10 mos
Fieldpoint Private Securities LLC
July 2011 - May 2014 · 2 yrs 10 mos
Morgan Stanley Smith Barney LLC
June 2009 - August 2011 · 2 yrs 2 mos
Morgan Stanley Smith BarneyBroker
June 2009 - August 2011 · 2 yrs 2 mos
Citigroup Global Markets INC.
March 2001 - June 2009 · 8 yrs 3 mos
Citigroup Global Markets INC.Broker
July 1993 - June 2009 · 15 yrs 11 mos
Lehman Brothers INC.Broker
June 1993 - July 1993 · 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 1989 - July 1993 · 3 yrs 11 mos
A. G. Edwards & Sons, INC.Broker
July 1989 - August 1989 · 1 mo
Kidder, Peabody & CO. IncorporatedBroker
February 1989 - August 1989 · 6 mos
Nml Equity Services, INC.Broker
June 1988 - February 1989 · 8 mos
Robert W. Baird & CO. IncorporatedBroker
June 1988 - February 1989 · 8 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.