Charlotte Struzziero

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2024 → 04/2025
  J.P. Morgan Securities Llc
  New York, NY
• 07/2024 → 04/2025
  J.P. Morgan Chase Bank, N.A.
  New York, NY
• 06/2023 → 08/2023
  Natixis North America, Llc & Natixis
  New York, NY
• 06/2019 → 08/2019
  Black Rock Country Club
  Hingham, MA
• 07/2020 → 07/2020
  High Sierra Pools Inc.
  Hingham, MA
• 06/2023 → 08/2023
  Cib Americas
  New York, NY
• 05/2021 → 05/2023
  Largo Realty Llc
  Wellesley, MA
• 07/2014 → 05/2019
  Unemployed
  Hingham, MA
• 08/2023 → 07/2024
  Unemployed
  Hingham, MA
• 09/2019 → 06/2020
  Unemployed
  Hingham, MA
• 06/2020 → 08/2020
  Black Rock Country Club
  Hingham, MA
• 08/2020 → 05/2021
  Unemployed
  Hingham, MA
• 04/2025 → Present
  Morgan Stanley Smith Barney Llc
  New York, NY

Previous Registrations

• 2024-10-03 → 2025-04-06
  J.P. Morgan Securities Llc
  New York, NY
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2024-10-03

Other Names

• Charlie Struzziero