Andrew D Ottavianelli
Advisor at Morgan Stanley — Leawood, KS
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
< 1 year
Location
Leawood, KS 66211
Morgan Stanley
Institution
Andrew Ottavianelli is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley in 2026, he held various roles across construction firms and educational institutions, including DCI Group Inc. and JE Dunn Construction. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and the Global Investment Committee’s research. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct and employer-based financial planning agreements.
Based on Morgan Stanley
Minimum fee: Maximum fee generally $5,000, up to $20,000 for certain financial plans (effective Q1 2026); fees are negotiable and may be discounted up to 100% Fee-only: Financial planning services fees payable as a one-time lump sum fee upon delivery of the Financial Plan
Leawood, KS
11161 Overbrook Road, Suite 225
Leawood KS 66211
Advisors at this office
50
Kansas · Missouri
< 1 year of industry experience
Morgan Stanley
2026 - Present • 1 year
Leawood, KS
DCI Group Inc.
2024 - 2026 • 2 years
Des Moines, IA
JE Dunn Construction
2024 - 2024 • 1 year
North Carleston, SC
Iowa State University
2023 - 2024 • 1 year
Ames, IA
Burns & McDonnel
2023 - 2023 • 1 year
Wautoma, WI
Iowa State University
2022 - 2023 • 1 year
Ames, IA
Kiewit Construction
2022 - 2022 • 1 year
Blair, NE
Iowa State University
2022 - 2022 • 1 year
Ames, IA
Bush Construction
2021 - 2022 • 1 year
Davenport, IA
Iowa State University
2021 - 2021 • 1 year
Ames, IA
Bush Construction
2021 - 2021 • 1 year
Davenport, IA
University of Denver
2019 - 2020 • 1 year
Denver, CO
M.A. Ford Mfg.
2019 - 2019 • 1 year
Davenport, IA
Bettendorf High School
2018 - 2019 • 1 year
Bettendorf, IA
Deerbrook Neighborhood Pool
2018 - 2018 • 1 year
Bettendorf, IA
Bettendorf High School
2017 - 2018 • 1 year
Bettendorf, IA
Deerbrook Neighborhood Pool
2017 - 2017 • 1 year
Bettendorf, IA
Bettendorf High School
2015 - 2017 • 2 years
Bettendorf, IA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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