GP
CFP
GP
CFP
Giancarlo Pannone is a CFP-designated registered investment advisor at Morgan Stanley, based in South Kingstown, RI, with 10 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
South Kingstown, RI
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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
December 2022 - Present · 3 yrs 9 mos
Morgan Stanley
December 2022 - Present · 3 yrs 9 mos
Morgan StanleyBroker
December 2022 - Present · 3 yrs 9 mos
Previous Registrations
Professional Planning Group
December 2020 - October 2022 · 1 yr 10 mos
Raymond James Financial Services, INC.Broker
October 2020 - November 2022 · 2 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2016 - October 2020 · 3 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2015 - October 2020 · 5 yrs 3 mos
State Registrations1 state
RI
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.