Ferdinand
Roccanti

Morgan Stanley

CRD#1627647
Investment Advisor
in Orlando, FL

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About this Advisor

Ferdinand Roccanti is a financial advisor based in Orlando, Florida who has 14 years of relevant experience. Roccanti currently works for Morgan Stanley. Throughout their career, Roccanti has worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Roccanti has a Series 63 license, qualifying them as a securities agent, and is registered to operate in Florida. Morgan Stanley is a business based out of Purchase, NY. It has offices in 930 locations and a total of 28,000 employees. It has $1 trillion in assets between its 2,233,188 accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm serves 30,383 charitable organizations. Of its 2,233,188 accounts, just 1% are held by high-net-worth individuals who have more than $1 million in assets available to invest. The business offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees charged by financial advisors largely are based on which service is provided. Fees billed by Morgan Stanley may include asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 63

Years Registered*

14 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees, Commissions, Others

Office Location

201 East Pine Street 11Th Floor
Orlando, FL 32801

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Morgan Stanley Brokerage Details

Total Assets Under Management

$1,185,061,196,999

FL Average: $7,464,549,021
Total Number of Employees

28,000

FL Average: 88
Total Number of Accounts

2,233,188

FL Average: 3,892
Average Account Size

$530,659

FL Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Ferdinand Roccanti Work History

Ferdinand has been registered as a financial advisor for 14 years.*

2015 - Present (9 years)

Morgan Stanley Private Bank, National Association

2009 - Present (15 years)

Morgan Stanley Smith Barney

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Ferdinand Roccanti to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

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Charles Doering
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Janelle Williams
Billings, MT
Calvin Mason
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Melissa Moyer
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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