BG
BG
Brad Gaglione is a registered investment advisor at Morgan Stanley, based in Shrewsbury, NJ, 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
1030 Broad Street 3rd Floor, Shrewsbury, NJ, 07702
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Regulatory History (3)
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Customer Dispute
December 2002Denied
Employment Separation After Allegations
December 2002Customer Dispute
April 2002Pending
Other 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
February 2015 - Present · 11 yrs 3 mos
Morgan StanleyBroker
February 2015 - Present · 11 yrs 3 mos
Previous Registrations
Zacks & CompanyBroker
July 2006 - February 2015 · 8 yrs 7 mos
Zacks Investment Management, INC.
June 2006 - March 2015 · 8 yrs 9 mos
Janney Montgomery Scott LLCBroker
January 2003 - June 2006 · 3 yrs 5 mos
Janney Montgomery Scott LLC
January 2003 - June 2006 · 3 yrs 5 mos
Prudential Securities IncorporatedBroker
October 1998 - January 2003 · 4 yrs 3 mos
Prudential Securities Incorporated
October 1998 - January 2003 · 4 yrs 3 mos
Salomon Smith Barney INC.Broker
June 1994 - October 1998 · 4 yrs 4 mos
Hibbard Brown & CO., INC.Broker
April 1994 - April 1994 · 0 mos
State Registrations40 states
AKAZCACOCTDCDEFLGAIAILINKSLAMAMDMEMIMNMOMTNCNHNJNMNVNYOHOKORPARISCTXVAVTWAWIWVWY
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.