VC
VC
Victoria Cacciamatta
21 Years of Experience
Irvine, CA
1 DisclosureBroker
Victoria Cacciamatta is a registered investment advisor at Morgan Stanley, based in Irvine, CA, 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
1901 Main Street, Suite 700, Irvine, CA, 92614
Get directionsHistory
Regulatory History (1)
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Customer Dispute
March 2010Settled
Employment History
Current Registrations
Morgan Stanley
August 2019 - Present · 7 yrs 1 mo
Morgan StanleyBroker
August 2019 - Present · 7 yrs 1 mo
Previous Registrations
Wells Fargo Clearing Services, LLC
May 2009 - September 2019 · 10 yrs 4 mos
Wells Fargo Clearing Services, LLCBroker
May 2009 - September 2019 · 10 yrs 4 mos
UBS Financial Services INC.
June 2004 - June 2009 · 5 yrs
UBS Financial Services INC.Broker
June 2004 - June 2009 · 5 yrs
State Registrations11 states
AZCAFLIDKSMANCNVNYVAWA
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.