JG
JG

John Giapoutzis

27 Years of Experience
West Conshohocken, PA
Broker

John Giapoutzis is a registered investment advisor at Morgan Stanley, based in West Conshohocken, PA, with 27 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

100 Front Street, Suite 600, West Conshohocken, PA, 19428

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

John owns a COMEX options membership permit as an investment, obtained in 1982. He does not trade and dedicates minimal time to this activity.

Employment History
Current Registrations
Morgan Stanley
April 2013 - Present · 13 yrs 1 mo
Morgan StanleyBroker
April 2013 - Present · 13 yrs 1 mo
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 1999 - April 2013 · 13 yrs 10 mos
U.S. Securities & Futures CORP.Broker
November 1998 - May 1999 · 6 mos
State Registrations33 states
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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.
John Giapoutzis - Financial Advisor | TrueAdvisor