Jonathan Frucce is a CFP-designated registered investment advisor at Morgan Stanley, based in Hartford, CT, with 19 years of industry experience. Jonathan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
225 Asylum Street, 14th Floor, Hartford, CT, 06103
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Regulatory History (1)
Customer Dispute
May 2021Other Business Activities
Jonathan is a board member on the finance and investment committees for the Hospital for Special Care. This activity takes minimal time outside of business hours.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations28 states
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
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