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Carmine Rullo

24 Years of Experience
Boston, MA
Broker

Carmine Rullo is a registered investment advisor at Morgan Stanley, based in Boston, MA, with 24 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

28 State Street 26th Floor, Boston, MA, 02110

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History

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.

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Employment History
Current Registrations
Morgan Stanley
September 2013 - Present · 12 yrs 8 mos
Morgan StanleyBroker
September 2013 - Present · 12 yrs 8 mos
Previous Registrations
Barclays Capital INC.
January 2009 - September 2013 · 4 yrs 8 mos
Barclays Capital INC.Broker
September 2008 - September 2013 · 5 yrs
Lehman Brothers INC.
March 2008 - October 2008 · 7 mos
Lehman Brothers INC.Broker
September 2002 - September 2008 · 6 yrs
Salomon Smith Barney INC.Broker
June 2001 - September 2002 · 1 yr 3 mos
State Registrations43 states
AKALAZCACOCTDCDEFLGAHIIDILKSKYLAMAMDMEMIMNMOMTNCNHNJNVNYOHORPAPRRISCSDTNTXUTVAVTWAWIWY
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.
Carmine Rullo - Financial Advisor | TrueAdvisor