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. 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
350 East Las Olas Boulevard, Suite 1500, Fort Lauderdale, FL, 33301
Get directionsHistory
Regulatory History (1)
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Customer Dispute
October 2011Settled
Employment History
Current Registrations
Morgan Stanley
October 2021 - Present · 4 yrs 7 mos
Morgan StanleyBroker
May 2013 - Present · 13 yrs
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.