Marci Mustachio is a registered investment advisor at Morgan Stanley, based in Tampa, FL, with 8 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
4050 West Boy Scout Boulevard, Tampa, FL, 33607
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Regulatory History (6)
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Financial
April 2017Final
Financial
April 2017Final
Financial
March 2017Final
Financial
February 2017Final
Financial
January 2017Final
Criminal
August 2003Final Disposition
Employment History
Current Registrations
Morgan Stanley
May 2019 - Present · 7 yrs 2 mos
Morgan StanleyBroker
December 2017 - Present · 8 yrs 7 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.