Raymond D'agostino is a registered investment advisor at Morgan Stanley, based in Jacksonville, FL, with 23 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
6735 Southpoint Drive, Jacksonville, FL, 32216
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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.
Learn about disclosures →Employment History
Current Registrations
Morgan StanleyBroker
July 2014 - Present · 12 yrs 2 mos
Morgan Stanley
July 2014 - Present · 12 yrs 2 mos
Previous Registrations
UBS Financial Services INC.
August 2006 - July 2014 · 7 yrs 11 mos
UBS Financial Services INC.Broker
August 2006 - July 2014 · 7 yrs 11 mos
Morgan Stanley Dw INC.Broker
July 2003 - August 2006 · 3 yrs 1 mo
Merrill Lynch Pierce Fenner & Smith INC.
August 2002 - July 2003 · 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2002 - July 2003 · 1 yr 1 mo
State Registrations26 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.