Miranda Cabrelli is a CFP-designated registered investment advisor at Morgan Stanley, based in Blue Bell, PA, with 17 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
1787 Sentry Parkway West, Building 18 Street 440, Blue Bell, PA, 19422
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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
November 2022 - Present · 3 yrs 6 mos
Morgan Stanley
November 2022 - Present · 3 yrs 6 mos
Previous Registrations
Vanguard Advisers, INC.
January 2017 - November 2022 · 5 yrs 10 mos
Vanguard Marketing CorporationBroker
January 2017 - November 2022 · 5 yrs 10 mos
Delaware Distributors, L.P.Broker
January 2010 - December 2016 · 6 yrs 11 mos
Delaware Capital Management Advisers, INC
January 2010 - December 2016 · 6 yrs 11 mos
Lincoln Financial Distributors, INC.
November 2008 - December 2009 · 1 yr 1 mo
Lincoln Financial Distributors, INC.Broker
September 2008 - December 2009 · 1 yr 3 mos
State Registrations33 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.