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Michael J Iacobelli

Morgan Stanley

Boca Raton, FL

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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-09-03
TX RA APPROVED 2024-08-30
  • FL RA
    APPROVED
    Since 2024-09-03
  • TX RA
    APPROVED
    Since 2024-08-30

Branch Locations

595 South Federal Highway Suite 400, Boca Raton, FL 33432 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Greenwich CT 01/2014 08/2024
Bank Of America, N.A. Greenwich CT 07/2014 08/2024
Morgan Stanley Smith Barney Llc Boca Raton FL 08/2024 Present
Morgan Stanley Private Bank, N.A New York NY 10/2024 Present
  • 01/2014 → 08/2024
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Greenwich, CT
  • 07/2014 → 08/2024
    Bank Of America, N.A.
    Greenwich, CT
  • 08/2024 → Present
    Morgan Stanley Smith Barney Llc
    Boca Raton, FL
  • 10/2024 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-05-10
  • S66 Uniform Combined State Law Examination
    2014-05-10
Other Names
  • Michael Julian Iacobelli

View on SEC IAPD

Other Firms

SUN CAPITAL ADVISORS, L.P.
AMERIPRISE FINANCIAL SERVICES, LLC
HIGHTOWER ADVISORS, LLC
ISAM FUNDS (USA) LLC
J.P. MORGAN SECURITIES LLC
FOCUS PARTNERS WEALTH, LLC
UBS FINANCIAL SERVICES INC.
WELLS FARGO CLEARING SERVICES, LLC

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ELIZABETH V BRUNO
GREGORY DEHRMANN MISEYKO

Other Offices

SUN CAPITAL ADVISORS, L.P. · BOCA RATON, FL
AMERIPRISE FINANCIAL SERVICES, LLC · BOCA RATON, FL
HIGHTOWER ADVISORS, LLC · Boca Raton, FL
ISAM FUNDS (USA) LLC · BOCA RATON, FL
J.P. MORGAN SECURITIES LLC · Boca Raton, FL
FOCUS PARTNERS WEALTH, LLC · Boca Raton, FL
J.P. MORGAN SECURITIES LLC · Boca Raton, FL
FOCUS PARTNERS WEALTH, LLC · Boca Raton, FL

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