UBS Financial Services
47yrs
Top advisor by experience in Ohio
31yrs
Bart Bucci
Financial advisor at Morgan Stanley
Bart Bucci has worked in the financial industry for 31 years and is a fiduciary financial advisor based in Pepper Pike, Ohio. After less than a year at Citigroup Global Markets and nine years at Wells Fargo Advisors, Bart joined Morgan Stanley in 2009, a firm offering financial planning, investment management, and retirement plan consulting. Morgan Stanley reports being paid through a percentage of assets, flat fees, and commissions.
One of 237 advisors with offices in Pepper Pike, and one of 208 fiduciaries.
At a glance
Experience31 years (since 1995)
How that compares ?Top 12% by experience in Ohio
Office31099 Chagrin Boulevard, Pepper Pike, OH 44124
FirmMorgan Stanley
How the firm is paid ?Percent of assets, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$670,481
Advisors at the firm23,156
States licensed ?2 states
Services through Morgan Stanley
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2009 – nowMorgan StanleyCurrent firm
- May 2009 – Jun 2009Citigroup Global Markets Inc.Previously
- 2000 – 2009Wells Fargo Clearing Services, LLCPreviously
Contact Bart
(914) 225-5510Firm headquarters in Purchase, NY. Ask for Bart. 31099 Chagrin BoulevardPepper Pike, OH 44124Office · Get directions Firm websiteHTTP://WWW.MORGANSTANLEY.COM
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Questions to ask Bart
Tailored to Bart’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
My notes and scorecard
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About Bart
How do I contact Bart?
Call Morgan Stanley at (914) 225-5510 and ask for Bart Bucci. Bart works from the Pepper Pike, OH office.
How long has Bart been a financial advisor?
Bart has been in the industry since 1995, about 31 years. Top 12% by experience in Ohio.
What licenses does Bart hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Bart a fiduciary?
Bart is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Bart paid?
Morgan Stanley reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products, a share of investment gains, other fees. Ask Bart for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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