Monica Marciano, financial advisor Beverly Hills CA
93 score

Monica Marciano

CRD Number: 5399490
Current Firm: Morgan Stanley

Monica Marciano (CRD# 5399490) is an Investment Advisor Representative working at Morgan Stanley in Beverly Hills, CA and has over 8 years of experience in the finance industry.

Similar Advisors
Jeffrey Tilson, financial advisor Beverly Hills CA
Jeffrey S. Tilson
CRD# 4504995
Jst Investment Consulting
Score
105
Similar Advisors
David Fried, financial advisor Beverly Hills CA
David R. Fried
CRD# 2753945
Fried Asset Management, Inc.
Score
104
Similar Advisors
Morris Amiri, financial advisor Beverly Hills CA
Morris M. Amiri
CRD# 4266581
Dash Investments
Score
103
Company Name Location Dates Years
Morgan Stanley Smith Barney LLC Beverly Hills, CA Aug 2015 - Current 1
Morgan Stanley Private Bank, N.a. Beverly Hills, CA Aug 2015 - Current 1
Morgan Stanley Private Bank, N.a. Los Angeles, CA Jan 2013 - Aug 2015 2
Morgan Stanley Smith Barney LLC Los Angeles, CA Jan 2013 - Aug 2015 2
Morgan Stanley Smith Barney LLC Los Angeles, CA Jun 2009 - Jan 2013 3
Morgan Stanley & Company Incorporated Los Angeles, CA Aug 2008 - Jun 2009 < 1
Lehman Brothers Inc. New York, NY Aug 2007 - Aug 2008 1
Wells Fargo Valencia, CA Apr 2006 - Jul 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2007
Contact Info for Monica A. Marciano
Phone Number: 914-225-5510
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    535,890
    MILLIONS
  • Total Number of Accounts
    1,563,538
    ACCOUNTS
  • Average Account Value
    $342,742
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Monica Marciano and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.