Gennaro Zimbaldi
Investment adviser representative at Morgan Stanley
13 yearsExperience
3 statesRegistered in
$2TFirm assets
17 yearsFirm in business
Are you Gennaro Zimbaldi? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissionsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Morgan StanleyMar 2019 to now
- Curry SubaruNov 2018 to Mar 2019
- UnemployedJul 2018 to Nov 2018
- Newbridge Securities CorporationJan 2018 to Jul 2018
- Curry SubaruMay 2017 to Jan 2018
- FastenalFeb 2014 to Mar 2017
- Mercy CollegeSep 2013 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 3 states (CT, NY, TX).
Morgan Stanley
Legal name: Morgan Stanley Smith Barney LLC
$2TAssets managed
2,703,720Clients
23,165Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6905463
- Firm CRD
- 149777