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Brian Delvecchio

21 Years of Experience
New York, NY
Broker

Brian Delvecchio is a registered investment advisor at Morgan Stanley, based in New York, NY, with 21 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

1585 Broadway, 21st Floor, New York, NY, 10036

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Brian is involved in a rental property partnership structure through PD2D, LLC, established in 2014. He dedicates minimal time to this activity.

Employment History
Current Registrations
Morgan Stanley
May 2010 - Present · 16 yrs
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.Broker
September 2004 - June 2009 · 4 yrs 9 mos
First Republic Group, LLCBroker
March 2003 - May 2003 · 2 mos
State Registrations45 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.