Brad Gaglione is a registered investment advisor at Morgan Stanley, based in Shrewsbury, NJ, with 32 years of industry experience. Brad 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
1030 Broad Street 3rd Floor, Shrewsbury, NJ, 07702
Get directionsHistory
Regulatory History (3)
Customer Dispute
December 2002Employment Separation After Allegations
December 2002Customer Dispute
April 2002Other Business Activities
Brad serves as a trustee/co-trustee for a trust since 2022 and has power of attorney since 2017. These activities are investment-related and require minimal time.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Zacks & CompanyBroker
Zacks Investment Management, INC.
Janney Montgomery Scott LLCBroker
Janney Montgomery Scott LLC
Prudential Securities IncorporatedBroker
Prudential Securities Incorporated
Salomon Smith Barney INC.Broker
Hibbard Brown & CO., INC.Broker
State Registrations40 states
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
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