CD
CD

Clelia Dimaggio

30 Years of Experience
Red Bank, NJ
Broker

Clelia Dimaggio is a registered investment advisor at Morgan Stanley, based in Red Bank, NJ, 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

20 Linden Place, Red Bank, NJ, 07701

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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

Clelia works as a para professional at Red Bank Catholic School. This activity takes nearly full-time hours.

Employment History
Current Registrations
Morgan Stanley
March 2014 - Present · 12 yrs 2 mos
Morgan StanleyBroker
April 2013 - Present · 13 yrs 1 mo
Previous Registrations
Buckman, Buckman & Reid, INC.Broker
June 2003 - May 2012 · 8 yrs 11 mos
Aegis Capital CORP.Broker
October 2000 - May 2003 · 2 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 1997 - November 2000 · 3 yrs 7 mos
Fidelity Brokerage Services, INC.Broker
February 1995 - April 1997 · 2 yrs 2 mos
National Financial Services CorporationBroker
October 1994 - February 1995 · 4 mos
State Registrations30 states
AZCACOCTDCDEFLGAHIILINKYMAMDMEMINCNHNJNVNYOHPASCTNTXUTVAVTWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.