GC
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Gary Cecchett
15 Years of Experience
Rehoboth Beach, DE
1 DisclosureBroker
Gary Cecchett is a registered investment advisor at Morgan Stanley, based in Rehoboth Beach, DE, with 15 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
55 Cascade Lane, Rehoboth Beach, DE, 19971
Get directionsHistory
Regulatory History (1)
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Customer Dispute
May 2020Settled
Other Business Activities
Gary jointly owns several investment properties through Cecchett Investment since 2003. He dedicates minimal time to these activities.
Employment History
Current Registrations
Morgan Stanley
May 2016 - Present · 10 yrs
Morgan StanleyBroker
May 2016 - Present · 10 yrs
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2010 - June 2016 · 6 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2010 - June 2016 · 6 yrs 2 mos
State Registrations37 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.