JF
JF

Jeffrey Feccia

8 Years of Experience
Norwell, MA
Broker

Jeffrey Feccia is a registered investment advisor at Morgan Stanley, based in Norwell, MA, with 8 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
Loading...

Location

141 Longwater Drive, Suite 102, Norwell, MA, 02061

Get directions

History

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 →
Other Business Activities

Jeffrey is a sole proprietor/owner of Christmas Tree For Me, an agriculture business in Milton, Massachusetts, since 2018. He spends about a quarter of his time on sales/marketing and administrative tasks after business hours.

Employment History
Current Registrations
Morgan Stanley
March 2020 - Present · 6 yrs 6 mos
Morgan StanleyBroker
February 2020 - Present · 6 yrs 7 mos
Previous Registrations
Eaton Vance Distributors, INC.Broker
April 2017 - May 2019 · 2 yrs 1 mo
State Registrations44 states
ARAZCACOCTDCDEFLGAIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNENHNJNMNVNYOHOKORPARISCTNTXUTVAVTWAWI
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.