Bart Riccardi is a registered investment advisor at Morgan Stanley, based in Tampa, FL, with 29 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
100 North Tampa Street, Suite 3000, Tampa, FL, 33602
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
November 2019 - Present · 6 yrs 6 mos
Morgan StanleyBroker
November 2019 - Present · 6 yrs 6 mos
Previous Registrations
T. Rowe Price Advisory Services, INC.
January 2001 - July 2019 · 18 yrs 6 mos
T. Rowe Price Investment Services, INC.Broker
April 1997 - July 2019 · 22 yrs 3 mos
Metlife Securities INC.Broker
March 1996 - January 1997 · 10 mos
Metropolitan Life Insurance CompanyBroker
March 1996 - January 1997 · 10 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.