Giancarlo
Pannone
Morgan Stanley
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About this Advisor
Giancarlo Pannone is a certified financial planner based out of Providence, Rhode Island with a total of 1 year of industry experience. Pannone is an advisor for Morgan Stanley. Throughout their career, Pannone has worked at Merrill Lynch, Pierce, Fenner & Smith Inc, Firestone Complete Auto Care, Rhode Island College, Bank Of America, N.A, Raymond James Financial Services, Inc, New England Professional Planning Group and Morgan Stanley. Pannone holds Series 63 and Series 66 licenses, qualifying them as a securities representative, and is able to serve investors in Rhode Island. Morgan Stanley is a registered investment business based out of Purchase, NY. The investment advisory business has offices in 930 locations and a total of 28,000 financial advisors. It oversees $1 trillion in assets between its 2,233,188 accounts, placing it among the largest firms in the country by assets under management. The firm advises 30,383 charitable organizations. Of its 2,233,188 customer accounts, just 1% are associated with high-net-worth investors who have at least $1 million in assets. The advisory firm performs 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 usually are based on the type of services provided. However, fee types billed by Morgan Stanley can include any blend of asset-based, fixed, commission-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Morgan Stanley Brokerage Details
$1,185,061,196,999
28,000
2,233,188
$530,659
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
Giancarlo Pannone Work History
Giancarlo has been registered as a financial advisor for 1 years.*
Morgan Stanley
Raymond James Financial Services, Inc
New England Professional Planning Group
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Rhode Island College
Firestone Complete Auto Care
*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 Giancarlo Pannone to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Morgan Stanley
Billings, MT
New Haven, CT
Baltimore, MD
New York, NY
Walnut Creek, CA
Jersey City, NJ
Pueblo, CO
Fort Lauderdale, FL
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.
