BB
BB

Bart Bucci

30 Years of Experience
Pepper Pike, OH
Broker

Bart Bucci is a registered investment advisor at Morgan Stanley, based in Pepper Pike, OH, with 30 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

31099 Chagrin Boulevard, Pepper Pike, OH, 44124

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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

Bart serves on the board of directors for a private company, Public Insight, dedicating minimal time after business hours. He is also an officer for NJB Holdings, a real estate company, since 2004, but spends no time on it during or 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
Citigroup Global Markets INC.
May 2009 - June 2009 · 1 mo
Citigroup Global Markets INC.Broker
May 2009 - June 2009 · 1 mo
Wells Fargo Advisors, LLC
March 2000 - May 2009 · 9 yrs 2 mos
Wells Fargo Advisors, LLCBroker
August 1995 - May 2009 · 13 yrs 9 mos
State Registrations30 states
ARAZCACOCTDCDEFLGAIAILINMAMDMIMNMTNCNJNYOHORPARISCTNTXVAWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Bart Bucci - Financial Advisor | TrueAdvisor