James Palleschi is a registered investment advisor at Morgan Stanley, based in Menlo Park, CA, with 26 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
2775 Sand Hill Road, Suite 120, Menlo Park, CA, 94025
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James is a manager at Kramerica Industries LLC since February 2020. This activity is not investment-related and does not take up any of James's time during or after business hours.
Employment History
Current Registrations
Morgan StanleyBroker
Morgan Stanley
Previous Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Bear, Stearns & CO. INC.Broker
State Registrations53 states
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