MI
MI
Marcelo Ippoliti
31 Years of Experience
Greenwich, CT
1 DisclosureBroker
Marcelo Ippoliti is a registered investment advisor at Morgan Stanley, based in Greenwich, CT, 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
One Fawcett Place, 3rd Floor, Greenwich, CT, 06830
Get directionsHistory
Regulatory History (1)
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Customer Dispute
July 2003Denied
Other Business Activities
Marcelo is the President of South Highland Properties, Inc. since 2001 and a Partner at Bellante LLC since December 2024, which involves real estate and investment decisions.
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.
October 1995 - June 2009 · 13 yrs 8 mos
Citigroup Global Markets INC.Broker
December 1994 - June 2009 · 14 yrs 6 mos
State Registrations31 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.