JB
JB

Jacqueline Bucello

32 Years of Experience
Purchase, NY
Broker

Jacqueline Bucello is a registered investment advisor at Morgan Stanley, based in Purchase, NY, with 32 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

2000 Westchester Ave, (Home Office), Purchase, NY, 10577

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History

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.

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Other Business Activities

Jacqueline is a general partner at Four Lions Development LLC, a property management company, since 2018. She spends a few hours per week reviewing properties for development.

Employment History
Current Registrations
Morgan Stanley
September 2023 - Present · 2 yrs 8 mos
Morgan Stanley
January 2023 - Present · 3 yrs 4 mos
Morgan StanleyBroker
January 2023 - Present · 3 yrs 4 mos
Previous Registrations
E*trade Capital Management, LLC
December 2013 - September 2023 · 9 yrs 9 mos
E*trade Securities LLCBroker
January 2013 - September 2023 · 10 yrs 8 mos
Fidelity Brokerage Services LLCBroker
August 2008 - January 2013 · 4 yrs 5 mos
UBS Securities LLCBroker
December 1998 - May 2008 · 9 yrs 5 mos
Cibc Oppenheimer CORP.Broker
July 1997 - January 1999 · 1 yr 6 mos
Deutsche Morgan Grenfell INC.Broker
May 1993 - July 1997 · 4 yrs 2 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Jacqueline Bucello - Financial Advisor | TrueAdvisor