RG
RG

Richard Grande

50 Years of Experience
Boston, MA
Broker

Richard Grande is a registered investment advisor at Morgan Stanley, based in Boston, MA, with 50 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

28 State Street 26th Floor, Boston, MA, 02109

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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

Richard consults on asset allocation, participates in manager searches, and monitors performance for a senior citizen housing facility. This activity requires minimal time.

Employment History
Current Registrations
Morgan StanleyBroker
January 2026 - Present · 4 mos
Morgan Stanley
January 2026 - Present · 4 mos
Previous Registrations
J.P. Morgan Securities LLC
October 2023 - January 2026 · 2 yrs 3 mos
J.P. Morgan Securities LLCBroker
September 2023 - January 2026 · 2 yrs 4 mos
J.P. Morgan Private Wealth Advisors LLC
February 2014 - March 2025 · 11 yrs 1 mo
First Republic Securities Company, LLCBroker
February 2014 - September 2023 · 9 yrs 7 mos
Morgan StanleyBroker
June 2009 - February 2014 · 4 yrs 8 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley Dw INC.Broker
March 2003 - April 2007 · 4 yrs 1 mo
Banc of America Securities LLCBroker
October 1997 - March 2003 · 5 yrs 5 mos
Montgomery SecuritiesBroker
February 1997 - October 1997 · 8 mos
Painewebber IncorporatedBroker
January 1995 - February 1997 · 2 yrs 1 mo
Kidder, Peabody & CO. IncorporatedBroker
May 1978 - January 1995 · 16 yrs 8 mos
Kidder, Peabody & CO., IncorporatedBroker
September 1975 - May 1978 · 2 yrs 8 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.