Margie Ocello is a registered investment advisor at Morgan Stanley, based in Clayton, MO, with 20 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
7733 Forsyth Boulevard, Suite 2100, Clayton, MO, 63105
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.
Financial
April 2020Final
Employment History
Current Registrations
Morgan StanleyBroker
May 2021 - Present · 5 yrs
Morgan Stanley
May 2021 - Present · 5 yrs
Previous Registrations
Edward Jones
October 2017 - April 2021 · 3 yrs 6 mos
Edward JonesBroker
September 2017 - April 2021 · 3 yrs 7 mos
Edward Jones
March 2008 - March 2016 · 8 yrs
Edward JonesBroker
March 2008 - March 2016 · 8 yrs
Stifel, Nicolaus & Company, IncorporatedBroker
May 2006 - March 2008 · 1 yr 10 mos
Stifel, Nicolaus & Company, Incorporated
May 2006 - March 2008 · 1 yr 10 mos
Morgan Keegan & Company, INC.
August 2004 - May 2006 · 1 yr 9 mos
Morgan Keegan & Company, INC.Broker
July 2004 - May 2006 · 1 yr 10 mos
Pfic Securities CorporationBroker
September 2003 - August 2004 · 11 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.