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Dominic Lopiccolo

4 Years of Experience
Bethesda, MD
Broker

Dominic Lopiccolo is a registered investment advisor at Morgan Stanley, based in Bethesda, MD, with 4 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

7500 Old Georgetown Road 10th Floor, Bethesda, MD, 20814

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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.

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Other Business Activities

Dominic is on the Investment Committee for the Zeta Psi Education Foundation, a non-profit organization. This activity requires minimal time and is investment-related.

Employment History
Current Registrations
Morgan Stanley
April 2022 - Present · 4 yrs 5 mos
Morgan StanleyBroker
October 2021 - Present · 4 yrs 11 mos
Previous Registrations
Cetera Advisor Networks LLCBroker
October 2020 - December 2020 · 2 mos
State Registrations42 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.