Travis Voccia is a registered investment advisor at Morgan Stanley, based in Palm Beach, FL, with 9 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
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IM Fee
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Fee Structure
Location
450 Royal Palm Way, 5th Floor, Palm Beach, FL, 33480
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Travis is the sole proprietor/owner of Three Thirteen Capital LLC, a real estate, investment/finance/banking business, since March 2024. He spends minimal time on business development/growth and check signing/funds disbursements after business hours.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Oppenheimer & CO. INC.
Oppenheimer & CO. INC.Broker
State Registrations53 states
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