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Courtney Mills-Picarelli

3 Years of Experience
York, PA
Broker

Courtney Mills-Picarelli is a registered investment advisor at Morgan Stanley, based in York, PA, with 3 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

221 West Philadelphia Street, Suite 301, York, PA, 17401

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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

Courtney serves on the Investment Committee for the Community Foundation of Frederick County, providing investment decisions and advice. This activity requires minimal time each month.

Employment History
Current Registrations
Morgan Stanley
January 2023 - Present · 3 yrs 4 mos
Morgan StanleyBroker
December 2022 - Present · 3 yrs 5 mos
State Registrations39 states
ALAZCACOCTDCDEFLGAHIIAILINKSKYMAMDMEMIMNMONCNHNJNMNVNYOHORPASCTNTXVAVTVirgin IslandsWAWIWV
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.
Courtney Mills-Picarelli - Financial Advisor | TrueAdvisor