GC
GC
Gerard Ciccio
46 Years of Experience
Palm Beach Garden, FL
1 DisclosureBroker
Gerard Ciccio is a registered investment advisor at Morgan Stanley, based in Palm Beach Garden, FL, 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
Palm Beach Garden, FL
Get directionsHistory
Regulatory History (1)
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Customer Dispute
February 1986Settled
Employment History
Current Registrations
Morgan Stanley
November 2017 - Present · 8 yrs 6 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.Broker
July 1993 - June 2009 · 15 yrs 11 mos
Lehman Brothers INC.Broker
March 1988 - July 1993 · 5 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 1982 - February 1988 · 5 yrs 11 mos
Bear, Stearns & CO.Broker
September 1981 - March 1982 · 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 1980 - September 1981 · 1 yr 7 mos
First Jersey Securities, INC.Broker
July 1979 - December 1979 · 5 mos
State Registrations21 states
ALAZCACOCTFLGAIDMAMEMONCNHNJNYOHPARISCTXVA
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.