CM
CM

Caryl-Lyn Mazullo

31 Years of Experience
Akron, OH
Broker

Caryl-Lyn Mazullo is a registered investment advisor at Morgan Stanley, based in Akron, OH, with 31 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

3700 Embassy Parkway, Suite 340, Akron, OH, 44333

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Caryl-Lyn is involved with the University of Akron Barker Center for Economic Education. She is also a member of DCM Capital LLC, a real estate business, spending a few hours per week on check signing/funds disbursement and property management.

Employment History
Current Registrations
Morgan StanleyBroker
April 2022 - Present · 4 yrs 1 mo
Morgan Stanley
April 2022 - Present · 4 yrs 1 mo
Previous Registrations
UBS Financial Services INC.
April 2013 - May 2022 · 9 yrs 1 mo
UBS Financial Services INC.Broker
November 2010 - May 2022 · 11 yrs 6 mos
Morgan Stanley Smith BarneyBroker
June 2009 - November 2010 · 1 yr 5 mos
Citigroup Global Markets INC.Broker
September 2006 - June 2009 · 2 yrs 9 mos
Merrill Lynch Pierce Fenner & Smith INC.
January 2001 - September 2006 · 5 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 1996 - September 2006 · 10 yrs 2 mos
Ash & CO. IncorporatedBroker
February 1996 - July 1996 · 5 mos
Fsg Securities, INC.Broker
April 1994 - April 1995 · 1 yr
Smith Barney Shearson INC.Broker
September 1993 - March 1994 · 6 mos
State Registrations27 states
ARAZCACOCTDCFLGAHIILINKSMAMDMINCNJNMNVNYOHORPASCTXVAWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.