PB
PB

Paolo Bagnato

32 Years of Experience
Fort Lauderdale, FL
1 DisclosureBroker

Paolo Bagnato is a registered investment advisor at Morgan Stanley, based in Fort Lauderdale, FL, with 32 years of industry experience. Paolo is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23172 advisors
Number of Clients
2,703,720 clients
Average Client Portfolio
$726K average
Assets Under Management
$1961.9B

Fee Structure

Investment management only (planning not offered)

Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.

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Location

350 East Las Olas Boulevard, Suite 1500, Fort Lauderdale, FL, 33301

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 2011
Settled
Employment History
Current Registrations
Morgan Stanley
October 2021 - Present · 5 yrs
Morgan StanleyBroker
May 2013 - Present · 13 yrs 5 mos
Previous Registrations
Wells Fargo Advisors, LLCBroker
October 2000 - May 2013 · 12 yrs 7 mos
First Union Brokerage Services, INC.Broker
April 1997 - October 2000 · 3 yrs 6 mos
Key Investments INC.Broker
March 1994 - April 1997 · 3 yrs 1 mo
Guardian Investor Services CorporationBroker
February 1994 - March 1994 · 1 mo
State Registrations21 states
AZCACOCTFLGAMAMDMTNCNJNVNYOHPARISCTXVAVTWI
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.
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