Craig Lipari is a registered investment advisor at Morgan Stanley, based in Red Bank, NJ, with 20 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
20 Linden Place, Red Bank, NJ, 07701
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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 Stanley
May 2017 - Present · 9 yrs
Morgan Stanley
July 2010 - Present · 15 yrs 10 mos
Morgan StanleyBroker
July 2010 - Present · 15 yrs 10 mos
Previous Registrations
Advanced Equities, INC.Broker
March 2010 - July 2010 · 4 mos
Cantor Fitzgerald & CO.Broker
March 2007 - December 2009 · 2 yrs 9 mos
B & B Securities, INC.Broker
August 2005 - March 2007 · 1 yr 7 mos
Ll Partners, INC.Broker
June 2005 - July 2005 · 1 mo
Silverman Securities Group, INC.Broker
January 2005 - June 2005 · 5 mos
State Registrations50 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.