Pierluigi Neri
Investment adviser representative at Morgan Stanley
11 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
11 years in the industry.
- Morgan StanleyJul 2026 to now
- Northwestern Mutual Wealth Management CompanyOct 2025 to Jul 2026
- Northwestern Mutual Investment Services LLCAug 2025 to Jul 2026
- Northwestern Mutual Life Insurance CompanyMay 2025 to Jul 2026
- UnemployedDec 2024 to Jul 2026
- Bridgepoint Investments LLCAug 2024 to Dec 2024
- Ecp Solutions LLCJul 2024 to Aug 2024
- Ap Tennis LLCMay 2023 to Sep 2023
- Van Daalen Tennis LLCSep 2022 to Jun 2024
- The Patterson ClubApr 2022 to Sep 2022
- UnemployedOct 2021 to Apr 2022
- Coveleigh ClubJun 2020 to Oct 2021
- Limestone CollegeSep 2018 to May 2022
- Future StarsJun 2018 to Aug 2018
- Limestone CollegeAug 2017 to May 2018
- StudentApr 2015 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 8080772
- Firm CRD
- 149777