GI
GI

Giuliano Infantozzi

21 Years of Experience
New York, NY
Broker

Giuliano Infantozzi 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

399 Park Avenue, 12th Floor, New York, NY, 10022

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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

Giuliano is the owner and member of Team Black LLC, a real estate business in Aspen, Colorado, since 2018. He is also the owner and member of 20 Pine 2501 LLC, a real estate business in New York, New York, since 2021.

Employment History
Current Registrations
Morgan Stanley
February 2016 - Present · 10 yrs 3 mos
Morgan Stanley
February 2016 - Present · 10 yrs 3 mos
Morgan StanleyBroker
February 2016 - Present · 10 yrs 3 mos
Previous Registrations
Credit Suisse Securities (USA) LLCBroker
May 2009 - March 2016 · 6 yrs 10 mos
Credit Suisse Securities (USA) LLC
May 2009 - March 2016 · 6 yrs 10 mos
Citigroup Global Markets INC.Broker
May 2007 - June 2009 · 2 yrs 1 mo
Citigroup Global Markets INC.
May 2007 - July 2008 · 1 yr 2 mos
Citicorp Investment Services
March 2007 - May 2007 · 2 mos
Citicorp Investment ServicesBroker
June 2004 - May 2007 · 2 yrs 11 mos
State Registrations27 states
ALAZCACOCTDCDEFLGAILMAMDMIMNNCNHNJNMNYPARISDTNVAWAWIWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Giuliano Infantozzi - Financial Advisor | TrueAdvisor