GZ
GZ

Gennaro Zimbaldi

7 Years of Experience
Westport, CT
Broker

Gennaro Zimbaldi is a registered investment advisor at Morgan Stanley, based in Westport, CT, with 7 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

500 Post Road East, 3rd Floor, Westport, CT, 06880

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Gennaro owns rental properties in Wilmington, North Carolina, and Bethel, Connecticut. He spends a few hours per week on administrative and property management tasks related to these investments.

Employment History
Current Registrations
Morgan Stanley
June 2019 - Present · 6 yrs 11 mos
Morgan StanleyBroker
March 2019 - Present · 7 yrs 2 mos
Previous Registrations
Spartan Capital Securities, LLCBroker
July 2018 - September 2018 · 2 mos
Newbridge Securities CorporationBroker
March 2018 - July 2018 · 4 mos
State Registrations40 states
ALAZCACOCTDCDEFLGAHIILINKYLAMAMDMEMIMNMTNCNHNJNMNVNYOHOKORPARISCTNTXUTVAVTWAWIWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.