Stephen P. Giulietti - Morgan Stanley Financial Advisor - Boston, MA
Morgan Stanley
Stephen P. Giulietti, CFP, CIMA
Senior Vice President, Wealth Management
Financial Advisor
Certified Investment Management Analyst
53 State St 39th Fl
Boston, MA 02109
tel: (617) 589-3441
toll-free: (800) 752-2678 ext. 3441
fax: (617) 830-8823

Our Mission:
Become your most trusted advisors. We work with affluent families and the established businesses they either own or manage. We develop and implement tax, investment, and risk management strategies to help our clients build and preserve wealth and provide for its efficient transfer through future generations. I work with one of the most trusted financial services firms in the world, Morgan Stanley*, utilize some of the most highly-revered and experienced professionals, and continually deepen my educational skill set in an effort to consistently deliver a great level of service to achieve my one goal: be your first call when you need anything.

Our Vision:
By being selective with whom we work, we will manage the growth of our practice to allow for deep relationships and interactions with every family we engage. We work with only those who possess a deep appreciation for values such as integrity, communication, and loyalty. Aided by our expanding education and experience, we will create, implement, and monitor adaptive strategies when seeking extraordinary value. We strive to provide a level of service so remarkable that we routinely receive both praise that showcases our high-quality practice and referrals to ensure its future success.

  • The Discovery Museums, Acton, MA: Board Member, Annual Fundraisor Committee Chair
  • Brigham and Women's Hospital, Boston, MA: Gala Committee Member
  • Connecticut Children's Medical Center: Clinical Care Center Committee
  • Saint Michael's College Alumni Association: Member
  • Business Networking International: Member
  • Asset Management
  • Endowments and Foundations
  • Family Consulting
  • Access to Lending Services
  • Philanthropic Services
  • Wealth Management
  • Business Succession Planning
  • Corporate Retirement Plans
  • Insurance Services
Education and Licensing
  • Saint Michael's College
    Bachelor of Science: Business Administration and Economics
    Minor: Computer Science
    summa cum laude, GPA: 3.91/4.00
    Winooski Park, VT
  • Certified Financial Planner (CFP) Certification

    Certificate of Financial Planning, 2002
    Merrimack College
  • Certified Investment Management Analyst designation (CIMA)
    The Wharton School, 2006
  • Senior Investment Management Consultant Designation
  • Financial Planning Specialist Designation
  • Related certifications:
    Series 7 - NYSE/NASD General Securities License
    Series 31 - Managed Futures
    Series 63 - Uniform State Exam License
    Series 65 - Investment Advisory Agent License
    Life Insurance License
    Health Insurance License
Honors and Recognition
  • Recipient of Father Prevel Award: Outstanding Male Student
  • Recipient of Saint Michael's Nutmeg State Scholarship
  • Recipient of Saint Michael's Edmundite Scholar Award
Business Experience
  • 2000 - Present: Morgan Stanley*

    First Vice President - Wealth Management
    Senior Investment Management Consultant
    Boston, MA
  • 1999 - 2000: Buccino & Associates, Inc.

    Turnaround Consultant
    New York, NY

Bulletin Board
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Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Stephen P. Giulietti holds the following registrations:
Securities Agent: AZ, CA, CO, CT, FL, IL, LA, MA, MD, ME, MO, NH, NJ, NY, PA, SC, TX, VA, VT; General Securities Representative; Investment Advisor Representative; Managed Futures

NMLS#: 176110

This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
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*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.

Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Awards Disclosures
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