RP
RP

Raymond Piccione

33 Years of Experience
Lisle, IL
Broker

Raymond Piccione is a registered investment advisor at Morgan Stanley, based in Lisle, IL, 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

4225 Naperville Road, Suite 255, Lisle, IL, 60532

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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

Raymond serves as a trustee or co-trustee for a trust since 2021. This investment-related activity requires minimal time.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
June 1999 - April 2007 · 7 yrs 10 mos
Morgan Stanley Dw INC.Broker
April 1999 - April 2007 · 8 yrs
Abn Amro Investment Services, INC.Broker
September 1998 - April 1999 · 7 mos
Correll CO. Investment Services CORP.Broker
May 1996 - September 1998 · 2 yrs 4 mos
Horace Mann Investors INCBroker
November 1992 - March 1996 · 3 yrs 4 mos
State Registrations34 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Raymond Piccione - Financial Advisor | TrueAdvisor