JV
JV
Jesse Vitagliano
29 Years of Experience
Charleston, SC
6 DisclosuresBroker
Jesse Vitagliano is a registered investment advisor at Morgan Stanley, based in Charleston, SC, 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
Charleston, SC
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Regulatory History (6)
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
June 2010Settled
Customer Dispute
May 2010Settled
Customer Dispute
March 2003Settled
Customer Dispute
September 2002Denied
Customer Dispute
January 2002Award / Judgment
Customer Dispute
November 2001Settled
Other Business Activities
Jesse is the sole proprietor/owner of Vita Land Trust LLC, a real estate investment company, since May 2023. This activity requires minimal time.
Employment History
Current Registrations
Morgan StanleyBroker
March 2021 - Present · 5 yrs 2 mos
Morgan Stanley
March 2021 - Present · 5 yrs 2 mos
Morgan Stanley
March 2021 - Present · 5 yrs 2 mos
Previous Registrations
UBS Financial Services INC.
January 2009 - March 2021 · 12 yrs 2 mos
UBS Financial Services INC.Broker
January 2009 - March 2021 · 12 yrs 2 mos
Wachovia Securities, LLCBroker
July 2003 - January 2009 · 5 yrs 6 mos
Wachovia Securities, LLC
July 2003 - January 2009 · 5 yrs 6 mos
Morgan Stanley
July 2002 - July 2003 · 1 yr
Morgan Stanley Dw INC.Broker
March 1998 - July 2003 · 5 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 1997 - April 1998 · 1 yr 1 mo
State Registrations26 states
ALAZCACODCDEFLGAILMAMDMENCNHNJNVNYOHPARISCTNTXVAWAWV
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.