Next-Gen + Best-in-State · rank 22 · Pasadena, California · listed firm: Morgan Stanley Wealth Management
Identity & firm
- Firm — Morgan Stanley Wealth Management (high)
- “Brian Volpei is a financial advisor who works out of Pasadena, California, and is an employee of Morgan Stanley.” — social_or_third_party_db
- “Firm: Morgan Stanley Wealth Management” — forbes_shook
- Parent company — Morgan Stanley (high)
- “Brian Volpei is a financial advisor who works out of Pasadena, California, and is an employee of Morgan Stanley.” — social_or_third_party_db
- Firm type — wirehouse (high)
- “Over the course of his career, he has held roles at Merrill Lynch, Pierce, Fenner And Smith Inc, Wolters Kluwer Financial Services, Zerochaos, St. Cloud State University, Bank Of America, N.A, Morgan Stanley and Morgan S” — social_or_third_party_db
- Team name — The Volpei Zimmerman Group (high)
- “Team Name: Volpei Zimmerman Group” — forbes_shook
- Team size — 6 (medium)
- “The team includes: Molly Ryan (Senior Registered Associate), Rashaan Coleman (Financial Advisor), Brandi Zimmerman (Vice President, Wealth Management, Financial Advisor), Brian Volpei (Senior Vice President, Wealth Advis” — firm_official
- CRD — 6071281 (medium)
- “CRD#6071281” — social_or_third_party_db
- Years experience — 14 (medium)
- “2012 - Present (14 years)” — social_or_third_party_db
- Designations — CFP, other:CRPC, other:Morgan Stanley Family Wealth Director, other:Portfolio Management Director (medium)
- “Brian Volpei, CFP®, CRPC® is part of a team that includes Brandi Young Zimmerman, CFP®, CRPC® and Rashaan Coleman, CFP®, CEPA®, operating as the Volpei Zimmerman Group.” — firm_official
- “Brian Volpei holds the highly selective Morgan Stanley Family Wealth Director (FWD) designation, and he serves as Senior Vice President, Wealth Advisor, Family Wealth Director, and Portfolio Management Director at Morgan” — firm_official
Book of business
- Team AUM ($M) — 1200 (high)
- “Team Assets (Custodied): $1.2B” — forbes_shook
- Account minimum ($M) — 0.5 (high)
- “Minimum Account Size For New Business: $500K” — forbes_shook
- Typical client net worth ($M) — 10 (high)
- “Typical Net Worth Of Relationships: $2-10M” — forbes_shook
- Client niche — ultra-high-net-worth families and entrepreneurs/family offices (low)
- “Rashaan Coleman focuses on advising entrepreneurs and their family offices exclusively, with knowledge and experience in post liquidity portfolio construction, due diligence, and implementation of resilient portfolios.” — firm_official
- Custodians — gap: not_applicable
- Fee model — fee_plus_commission (low)
- “Volpei holds a Series 66 license, which qualifies him as both a securities agent and an investment advisor representative, and is registered to work in California and Texas.” — social_or_third_party_db
Positioning & marketing
- Website url — https://advisor.morganstanley.com/the-volpei-zimmerman-group (high)
- “The Volpei Zimmerman Group | Pasadena, CA | Morgan Stanley Wealth Management” — firm_official
- Value proposition (verbatim) — gap: not_found_after_search
- Differentiators — gap: not_found_after_search
- Content marketing — active (medium)
- “The Volpei Zimmerman Group Quarterly Newsletter” — firm_official
- Has podcast — no (low)
- “The Volpei Zimmerman Group Quarterly Newsletter” — firm_official
- Books published — 0 (low)
- “Brian Volpei is a financial advisor who works out of Pasadena, California, and is an employee of Morgan Stanley. He has been in the financial industry for 13 years.” — social_or_third_party_db
- Linkedin url — https://www.linkedin.com/in/brian-volpei-cfp%C2%AE-8094192a (medium)
- “Brian Volpei, CFP® - Managing Director, Family Wealth ...” — social_or_third_party_db
- Social presence — gap: not_found_after_search
- Press awards — Morgan Stanley Family Wealth Director (top ~4% of firm advisors) (medium)
- “A Family Wealth Director (FWD) is a rare distinction, earned by approximately 4% of Morgan Stanley's Financial Advisors as of February 2021.” — firm_official
Visual brand
- Has distinct logo — gap: not_found_after_search
- Logo url — gap: not_found_after_search
- Visual brand notes — gap: not_found_after_search