BM
CFP
BM
CFP

Brandon Marinelli

24 Years of Experience
West Hartford, CT
Broker

Brandon Marinelli is a CFP-designated registered investment advisor at Morgan Stanley, based in West Hartford, CT, 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

433 South Main Street, West Hartford, CT, 06110

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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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Other Business Activities

Brandon is the owner of White Pearl, LLC, established in 2020, which holds his ski home for estate planning purposes. He spends minimal time on this non-investment related activity.

Employment History
Current Registrations
Morgan Stanley
January 2024 - Present · 2 yrs 4 mos
Morgan StanleyBroker
January 2024 - Present · 2 yrs 4 mos
Previous Registrations
Raymond James Financial Services, INC.Broker
September 2021 - January 2024 · 2 yrs 4 mos
Raymond James Financial Services Advisors, INC
September 2021 - January 2024 · 2 yrs 4 mos
Raymond James & Associates, INC.Broker
May 2016 - September 2021 · 5 yrs 4 mos
Raymond James & Associates, INC.
May 2016 - September 2021 · 5 yrs 4 mos
Northstar Wealth Partners LLC
January 2014 - May 2016 · 2 yrs 4 mos
LPL Financial LLC
January 2012 - April 2016 · 4 yrs 3 mos
Stratos Wealth Partners, LTD
September 2010 - December 2011 · 1 yr 3 mos
LPL Financial LLCBroker
October 2008 - April 2016 · 7 yrs 6 mos
LPL Financial Corporation
October 2008 - December 2010 · 2 yrs 2 mos
Lincoln Financial Advisors Corporation
March 2005 - November 2008 · 3 yrs 8 mos
Lincoln Financial Advisors CorporationBroker
January 2005 - November 2008 · 3 yrs 10 mos
The Lincoln National Life Insurance CompanyBroker
January 2005 - March 2006 · 1 yr 2 mos
Park Avenue Securities LLCBroker
November 2001 - February 2005 · 3 yrs 3 mos
State Registrations38 states
ALAZCACOCTDCDEFLGAIAIDILINLAMAMDMEMIMNMOMTNCNHNJNMNYOHORPARISCTXUTVAVTWAWIWY
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.
Brandon Marinelli - Financial Advisor | TrueAdvisor