Jordan A Cellucci
Investment adviser representative at Morgan Stanley
10 yearsExperience
2 statesRegistered in
$2TFirm assets
17 yearsFirm in business
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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
10 years in the industry.
- Morgan StanleyJun 2023 to now
- Worcester Credit UnionJul 2022 to Jun 2023
- Ymca of Greater WestboroughJan 2022 to Oct 2022
- UnemployedMay 2021 to Jan 2022
- City of Worcester DpwFeb 2020 to May 2021
- Montachusett Home Care CorporationMar 2019 to Feb 2020
- Commonwealth of Ma Department of Mental Health-wrchNov 2017 to Mar 2019
- Metro Crime Prevention-family Health CenterDec 2016 to Nov 2017
- UnemployedMay 2016 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (CT, 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
- 7733192
- Firm CRD
- 149777