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Rosa Quartuci

45 Years of Experience
Red Bank, NJ
Broker

Rosa Quartuci is a registered investment advisor at Morgan Stanley, based in Red Bank, NJ, with 45 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

20 Linden Place, Red Bank, NJ, 07701

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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

Rosa is the sole proprietor/owner of RVCS Enterprises, a retail/online store, dedicating about 10-20% of her time outside business hours. She also serves as a trustee/co-trustee for a trust, an insurance trust with no trading, spending minimal time on it.

Employment History
Current Registrations
Morgan StanleyBroker
January 2021 - Present · 5 yrs 4 mos
Morgan Stanley
January 2021 - Present · 5 yrs 4 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2008 - February 2021 · 12 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 1994 - February 2021 · 26 yrs 2 mos
Lehman Brothers INC.Broker
December 1990 - December 1994 · 4 yrs
Legend Merchant Group, INC.Broker
October 1990 - December 1990 · 2 mos
Janney Montgomery Scott INC.Broker
April 1985 - November 1990 · 5 yrs 7 mos
Shearson Lehman Brothers INC.Broker
January 1981 - May 1985 · 4 yrs 4 mos
Lehman Brothers Kuhn Loeb IncorporatedBroker
January 1981 - June 1984 · 3 yrs 5 mos
State Registrations29 states
ALAZCACOCTDEFLILLAMAMDMEMNMSMTNCNHNJNMNVNYOHPASCSDTNTXVAWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.