RG
RG
Roei Gigi is a registered investment advisor at Morgan Stanley, based in Garden City, NY, with 25 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
1200 Franklin Avenue, 2nd Floor, Garden City, NY, 11530
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Regulatory History (2)
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Customer Dispute
May 2022Denied
Customer Dispute
August 2002Settled
Employment History
Current Registrations
Morgan Stanley
November 2022 - Present · 3 yrs 6 mos
Morgan StanleyBroker
November 2022 - Present · 3 yrs 6 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2013 - November 2022 · 9 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2000 - November 2022 · 22 yrs 3 mos
State Registrations16 states
ARCACTDCFLMAMDNCNHNJNVNYORPASCTX
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.