EZ
EZ

Erica Zangrillo

27 Years of Experience
Palm Beach Gardens, FL
Broker

Erica Zangrillo is a registered investment advisor at Morgan Stanley, based in Palm Beach Gardens, FL, with 27 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

3801 PGA Boulevard, Suite 700, Palm Beach Gardens, FL, 33410

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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

Erica serves as a trustee/co-trustee for a trust in West Palm Beach, Florida, since 2017. This activity is investment-related and requires minimal time.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 17 yrs 1 mo
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Morgan Stanley & CO. Incorporated
January 2008 - June 2009 · 1 yr 5 mos
Morgan Stanley & CO. IncorporatedBroker
January 2008 - June 2009 · 1 yr 5 mos
Wachovia Securities, LLC
July 2003 - January 2008 · 4 yrs 6 mos
Wachovia Securities, LLCBroker
July 2003 - January 2008 · 4 yrs 6 mos
Prudential Securities Incorporated
May 2001 - July 2003 · 2 yrs 2 mos
Prudential Securities IncorporatedBroker
April 2001 - July 2003 · 2 yrs 3 mos
Global Financial Group, INC.Broker
June 1999 - December 2000 · 1 yr 6 mos
First Union Brokerage Services, INC.Broker
February 1997 - December 1997 · 10 mos
Global Financial Group, INC.Broker
August 1996 - February 1997 · 6 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.