About this Advisor
Gina Barcello-Reed is a financial advisor working out of Toms River, New Jersey, who has been in the financial industry for 10 years. Barcello-Reed is on the advisory team at Morgan Stanley. Their career trajectory has included roles at Jpmorgan Securities LLC, Merrill Lynch, Pierce, Fenner & Smith Inc, Chase Bank Na, Bank Of America N.A, Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Barcello-Reed holds Series 66 and Series 63 licenses, designating them as a securities representative, and is registered to advise clients in New Jersey and Texas. Morgan Stanley is an advisory firm that has its headquarters in Toms River, New Jersey. The investment advisory business has offices in 732 locations and a total of 26,500 advisors. It handles $1 trillion in total assets across its 2,129,899 accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm serves 6,380 charities and foundations. Of its 2,129,899 client accounts, just 1% are associated with high-net-worth investors who have more than $1 million in assets. Morgan Stanley has a broad array 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 for financial advice largely depend on which services are offered. However, fee types billed by Morgan Stanley most likely consist of any combination of asset-based, fixed, commission-based and other fees.
Certifications and Registrations
Years of Experience
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Morgan Stanley Brokerage Details
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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
Gina Barcello-Reed Work History
Gina has 10 years of experience.
Morgan Stanley Private Bank, N.A
Morgan Stanley Smith Barney LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America N.A
Jpmorgan Securities LLC
Chase Bank Na
Gina Barcello-Reed has disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Morgan Stanley
Menlo Park, CA
New York, NY
Walnut Creek, CA
Toms River, NJ
The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact email@example.com.
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