JM
JM
James Molinaro is a registered investment advisor at Morgan Stanley, based in Bradenton, FL, with 49 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
Bradenton, FL
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Regulatory History (4)
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Customer Dispute
April 2011Settled
Customer Dispute
July 2010Settled
Customer Dispute
December 2003Settled
Customer Dispute
September 2002Denied
Employment History
Current Registrations
Morgan Stanley
March 2012 - Present · 14 yrs 4 mos
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO., Incorporated
April 2007 - December 2007 · 8 mos
Morgan Stanley
October 2002 - April 2007 · 4 yrs 6 mos
Morgan Stanley Dw INC.Broker
March 1988 - April 2007 · 19 yrs 1 mo
First Albany CorporationBroker
September 1976 - March 1988 · 11 yrs 6 mos
State Registrations34 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.