MP
MP
Maxwell Parziale
8 Years of Experience
Rancho Santa Fe, CA
1 DisclosureBroker
Maxwell Parziale is a registered investment advisor at Morgan Stanley, based in Rancho Santa Fe, CA, 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
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Location
6037 La Flecha, Suite 200, Rancho Santa Fe, CA, 92067
Get directionsHistory
Regulatory History (1)
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Customer Dispute
March 2020Denied
Employment History
Current Registrations
Morgan Stanley
May 2017 - Present · 9 yrs
Morgan StanleyBroker
April 2017 - Present · 9 yrs 1 mo
State Registrations31 states
AZCACOCTDCFLGAHIIDILKYLAMAMDMIMONCNVNYOHORPAPRSCTNTXUTVAWAWIWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.