John Balascio is a registered investment advisor at Morgan Stanley, based in New York, NY, with 23 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
55 East 52nd Street, 12th Floor, New York, NY, 10055
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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
August 2020 - Present · 5 yrs 9 mos
Morgan StanleyBroker
August 2020 - Present · 5 yrs 9 mos
Previous Registrations
Morgan Stanley & CO. LLCBroker
July 2014 - May 2025 · 10 yrs 10 mos
Morgan StanleyBroker
June 2009 - August 2014 · 5 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
June 2007 - June 2009 · 2 yrs
Piper Jaffray & CO.Broker
September 2003 - August 2006 · 2 yrs 11 mos
Sanford C. Bernstein & CO., LLCBroker
June 2001 - October 2003 · 2 yrs 4 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.