Vincenzo Costanzo
Investment adviser representative at Morgan Stanley
12 yearsExperience
2 statesRegistered in
$2TFirm assets
17 yearsFirm in business
Are you Vincenzo Costanzo? 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
12 years in the industry.
- Morgan StanleyJun 2025 to now
- J.P. Morgan Securities LLCJun 2024 to Jun 2025
- JPMorgan Chase Bank, N.A.Jun 2024 to Jun 2025
- UnemployedFeb 2024 to May 2024
- Parkway Coffee Shop IncDec 2023 to Jan 2024
- UnemployedSep 2023 to Nov 2023
- Ct Kings BaseballJun 2023 to Aug 2023
- New York Life Insurance CompanyJun 2023 to Aug 2023
- UnemployedSep 2022 to May 2023
- 9er Baseball ProgramMay 2021 to Aug 2022
- Silvio's Italian RestaurantJan 2017 to Jan 2022
- UnemployedJun 2014 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (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
- 7613758
- Firm CRD
- 149777