MD
MD
Michelangelo Dicosola
26 Years of Experience
Chicago, IL
1 DisclosureBroker
Michelangelo Dicosola is a registered investment advisor at Morgan Stanley, based in Chicago, IL, 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.
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
Loading...
Location
233 South Wacker Drive Suite 9200, Pwm, Chicago, IL, 60606
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2008Settled
Employment History
Current Registrations
Morgan StanleyBroker
April 2021 - Present · 5 yrs 1 mo
Morgan Stanley
April 2021 - Present · 5 yrs 1 mo
Previous Registrations
UBS Financial Services INC.
May 2008 - April 2021 · 12 yrs 11 mos
UBS Financial Services INC.Broker
May 2008 - April 2021 · 12 yrs 11 mos
J. P. Morgan Securities INC.
September 2006 - May 2008 · 1 yr 8 mos
J.P. Morgan Securities INC.Broker
July 2006 - May 2008 · 1 yr 10 mos
Jpmorgan Securities INC
April 2002 - September 2006 · 4 yrs 5 mos
Banc One Securities CorporationBroker
February 2000 - July 2006 · 6 yrs 5 mos
State Registrations24 states
AZCACOCTDEFLGAILINMAMDMIMSMTNJNVNYORPATNTXVAVirgin IslandsWA
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.