MA
MA

Marco Alessio

33 Years of Experience
La Jolla, CA
Broker

Marco Alessio is a registered investment advisor at Morgan Stanley, based in La Jolla, CA, with 33 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

1111 Prospect Street, La Jolla, CA, 92037

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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

Marco is involved with a trust in San Diego, CA since September 2020. This investment-related activity takes minimal time both during and after business hours.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Piper Jaffray & CO.
April 2004 - May 2004 · 1 mo
Piper Jaffray & CO.Broker
April 2004 - May 2004 · 1 mo
Citigroup Global Markets INC.
July 1997 - June 2009 · 11 yrs 11 mos
Citigroup Global Markets INC.Broker
June 1992 - June 2009 · 17 yrs
State Registrations29 states
AZCACODCFLGAHIIDILLAMDMNMOMTNCNENJNMNVNYOHORPASCTNTXUTVAWA
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.