DM
DM
David Mancinelli
46 Years of Experience
Middleton, MA
1 DisclosureBroker
David Mancinelli is a registered investment advisor at Morgan Stanley, based in Middleton, MA, with 46 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
35 Village Road, Suite 601, Middleton, MA, 01949
Get directionsHistory
Regulatory History (1)
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Customer Dispute
July 1990Settled
Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
March 2006 - April 2007 · 1 yr 1 mo
Morgan Stanley
December 2002 - February 2005 · 2 yrs 2 mos
Morgan Stanley Dw INC.Broker
October 1997 - April 2007 · 9 yrs 6 mos
Hambrecht & Quist LLCBroker
May 1992 - October 1997 · 5 yrs 5 mos
Tucker Anthony IncorporatedBroker
November 1985 - May 1992 · 6 yrs 6 mos
E. F. Hutton & Company INCBroker
March 1979 - December 1985 · 6 yrs 9 mos
State Registrations39 states
ALAZCACOCTDEFLGAHIIAIDILINKYMAMDMEMIMNMSMTNCNHNJNVNYOHORPAPRRISCTNTXUTVAWAWIWY
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.