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Cristiano Castellini
28 Years of Experience
Beverly Hills, CA
3 DisclosuresBroker
Cristiano Castellini is a registered investment advisor at Morgan Stanley, based in Beverly Hills, CA, with 28 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
9665 Wilshire Boulevard, Suite 600, Beverly Hills, CA, 90212
Get directionsHistory
Regulatory History (3)
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
February 2021Denied
Customer Dispute
April 2020Denied
Customer Dispute
October 2001Settled
Other Business Activities
Cristiano owns investment-related rental property in Beverly Hills, CA since 2017. He spends minimal time on this activity.
Employment History
Current Registrations
Morgan StanleyBroker
September 2024 - Present · 1 yr 8 mos
Morgan Stanley
September 2024 - Present · 1 yr 8 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2014 - September 2024 · 9 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2014 - September 2024 · 9 yrs 11 mos
UBS Financial Services INC.Broker
January 2008 - October 2014 · 6 yrs 9 mos
UBS Financial Services INC.
January 2008 - October 2014 · 6 yrs 9 mos
Citigroup Global Markets INC.
June 2001 - January 2008 · 6 yrs 7 mos
Citigroup Global Markets INC.Broker
June 2001 - January 2008 · 6 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 1997 - June 2001 · 3 yrs 7 mos
State Registrations29 states
AZCACOCTDCDEFLGAHIIDILMAMDMIMNMSMTNCNJNMNVNYORPASCTXVAWAWY
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.