VC
VC
Vincenzo Costanzo
35 Years of Experience
Cleveland, OH
4 DisclosuresBroker
Vincenzo Costanzo is a registered investment advisor at Morgan Stanley, based in Cleveland, OH, with 35 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
200 Public Square, Suite 2600, Cleveland, OH, 44114
Get directionsHistory
Regulatory History (4)
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Customer Dispute
January 2008Denied
Customer Dispute
February 2004Denied
Customer Dispute
January 2000Award / Judgment
Customer Dispute
September 1998Closed-No Action
Other Business Activities
Vincenzo acts as power of attorney for his wife's account, buying/selling securities and handling fund withdrawals/deposits, and spends minimal time on this. He also owns real estate through Nonna LLC and teaches yoga, dedicating minimal time to each.
Employment History
Current Registrations
Morgan Stanley
November 2012 - Present · 13 yrs 6 mos
Morgan StanleyBroker
November 2012 - Present · 13 yrs 6 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 1993 - November 2012 · 19 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 1990 - November 2012 · 22 yrs 7 mos
State Registrations30 states
ALAZCACOCTDEFLGAILINKSMAMDMIMTNCNHNJNMNVNYOHOKORPASCTXVAWAWI
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.