Emilio Lapietra is a CFP-designated registered investment advisor at Morgan Stanley, based in Latham, NY, with 14 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
1212 Troy Schenectady Road, Latham, NY, 12110
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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 Stanley
June 2021 - Present · 4 yrs 11 mos
Morgan StanleyBroker
September 2020 - Present · 5 yrs 8 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
July 2018 - June 2020 · 1 yr 11 mos
Strategic Advisers LLC
March 2017 - July 2018 · 1 yr 4 mos
Fidelity Brokerage Services LLCBroker
March 2013 - June 2020 · 7 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2012 - March 2013 · 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2012 - March 2013 · 10 mos
Morgan Stanley Smith Barney LLC
March 2011 - January 2012 · 10 mos
Morgan Stanley Smith BarneyBroker
February 2011 - January 2012 · 11 mos
State Registrations1 state
NY
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.