Jeffrey Chapracki is a registered investment advisor at Morgan Stanley, based in Greenville, DE, with 22 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
500 DuPont Field Blvd., Suite 300, Greenville, DE, 19807
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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
January 2014 - Present · 12 yrs 4 mos
Morgan StanleyBroker
January 2014 - Present · 12 yrs 4 mos
Previous Registrations
Capital Market Consultants, INC.
January 2013 - December 2013 · 11 mos
Morgan Stanley
June 2009 - October 2012 · 3 yrs 4 mos
Morgan Stanley Smith BarneyBroker
June 2009 - October 2012 · 3 yrs 4 mos
Citigroup Global Markets INC.Broker
May 2006 - June 2009 · 3 yrs 1 mo
Citigroup Global Markets INC.
May 2006 - June 2009 · 3 yrs 1 mo
Lockwood Advisors INC
July 2004 - April 2006 · 1 yr 9 mos
Pershing LLCBroker
December 2003 - April 2006 · 2 yrs 4 mos
Lockwood Financial Services, INC.Broker
June 2003 - December 2003 · 6 mos
State Registrations3 states
DENYPA
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.