CR
CR
Carly Rainero is a registered investment advisor at Morgan Stanley, based in Fort Myers, FL, 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
7811 University Pointe Drive, Suite 100, Fort Myers, FL, 33907
Get directionsHistory
Regulatory History (1)
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Criminal
July 1993Final Disposition
Employment History
Current Registrations
Morgan Stanley
August 2013 - Present · 13 yrs 1 mo
Morgan StanleyBroker
August 2013 - Present · 13 yrs 1 mo
Previous Registrations
Triad Advisors, INC.Broker
May 2007 - September 2012 · 5 yrs 4 mos
Triad Advisors, INC.
March 2007 - September 2012 · 5 yrs 6 mos
State Registrations51 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.