Bryan Caggiano is a CFP-designated registered investment advisor at Morgan Stanley, based in Melville, NY, with 19 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
58 South Service Road, Suite 400, Melville, NY, 11747
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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
May 2025 - Present · 1 yr
Morgan Stanley
May 2025 - Present · 1 yr
Previous Registrations
UBS Financial Services INC.
January 2019 - May 2025 · 6 yrs 4 mos
UBS Financial Services INC.Broker
May 2009 - May 2025 · 16 yrs
UBS Services USA LLCBroker
November 2008 - May 2009 · 6 mos
Morgan Stanley & CO. Incorporated
April 2007 - November 2008 · 1 yr 7 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - November 2008 · 1 yr 7 mos
Morgan Stanley
September 2006 - April 2007 · 7 mos
Morgan Stanley Dw INC.Broker
July 2006 - April 2007 · 9 mos
State Registrations30 states
AZCACOCTDCDEFLGAIAILMAMDMEMINCNHNJNVNYOHORPARISCTXVAVTWAWIWV
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.