Julia Falchi is a registered investment advisor at Morgan Stanley, based in San Mateo, CA, with 25 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
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Location
411 Borel Avenue, Suite 220, San Mateo, CA, 94402
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Julia is a yoga teacher since 2022, spending minimal time per week. She is also involved with the San Francisco Skate Club and an indie film, dedicating minimal time per week to the skate club and about a quarter of her time to the film.
Employment History
Current Registrations
Morgan StanleyBroker
Morgan Stanley
Previous Registrations
E*trade Securities LLCBroker
E*trade Capital Management, LLC
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Weiss, Peck & Greer, L.L.C.Broker
Scudder Investor Services, INC.Broker
Bb&k Fund Services, INC.Broker
State Registrations36 states
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