Julia Difiglia is a registered investment advisor at Morgan Stanley, based in Jericho, NY, 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
Two Jericho Plaza, Jericho, NY, 11753
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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
May 2020 - Present · 6 yrs 4 mos
Morgan StanleyBroker
October 2014 - Present · 11 yrs 11 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2009 - October 2014 · 5 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2001 - October 2014 · 13 yrs 1 mo
Metlife Securities INC.Broker
January 2001 - July 2001 · 6 mos
Metropolitan Life Insurance CompanyBroker
January 2001 - July 2001 · 6 mos
First Union Securities, INC.Broker
August 2000 - January 2001 · 5 mos
First Albany CorporationBroker
December 1998 - August 2000 · 1 yr 8 mos
State Registrations35 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.