JT
JT
Justin Trivisonno
29 Years of Experience
Westlake, OH
2 DisclosuresBroker
Justin Trivisonno is a registered investment advisor at Morgan Stanley, based in Westlake, OH, 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
Loading...
Location
159 Crocker Park Boulevard, Suite 460, Westlake, OH, 44145
Get directionsHistory
Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
September 2004Denied
Customer Dispute
October 2003Denied
Employment History
Current Registrations
Morgan StanleyBroker
May 2023 - Present · 3 yrs
Morgan Stanley
May 2023 - Present · 3 yrs
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2008 - May 2023 · 14 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2008 - May 2023 · 14 yrs 9 mos
Citigroup Global Markets INC.
August 2001 - August 2008 · 7 yrs
Citigroup Global Markets INC.Broker
August 2001 - August 2008 · 7 yrs
Morgan Stanley Dw INC.Broker
September 1996 - August 2001 · 4 yrs 11 mos
State Registrations22 states
AZCAFLGAHIIAILINKSMAMINCNVNYOHPARISCTNTXVAWY
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.