Renee Capellaro is a registered investment advisor at Morgan Stanley, based in Beverly Hills, CA, with 18 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
9665 Wilshire Boulevard, Suite 600, Beverly Hills, CA, 90212
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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 2023 - Present · 3 yrs 2 mos
Morgan Stanley
May 2023 - Present · 3 yrs 2 mos
Previous Registrations
First Republic Investment Management, INC.
January 2011 - May 2023 · 12 yrs 4 mos
First Republic Securities Company, LLCBroker
January 2011 - May 2023 · 12 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2010 - July 2010 · 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2009 - July 2010 · 8 mos
Securities America, INC.Broker
April 2007 - October 2009 · 2 yrs 6 mos
State Registrations21 states
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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.