Richard Marcatos is a CFP-designated registered investment advisor at Morgan Stanley, based in Tampa, FL, 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
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IM Fee
Assets Under Management
Fee Structure
Location
4890 West Kennedy Boulevard Suite 700, Tampa, FL, 33609
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Regulatory History (2)
Customer Dispute
September 2010Customer Dispute
August 2001Other Business Activities
Richard is involved with Cortilova LLC, a holding company for commercial property used for personal storage, and Rickid Holdings, a restaurant/bar/nightclub in Clearwater Beach, Florida. He considers both to be investment-related and spends minimal time on them as a passive investor.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Prudential Securities IncorporatedBroker
State Registrations20 states
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