Ideal N Zanelli
Managing Director, Wealth Management, Financial Advisor, International Client Advisor, Futures Specialist
Phone:
(212) 307-2863(212) 307-2863
The Zanelli Group at Morgan Stanley
Direct:
(212) 307-2863(212) 307-2863
Our Mission Statement
We proudly embrace the hallmarks of our advisory process in building customized solutions from the ground up, based on honesty and transparency. We maintain frequent communication with our clients with trust being at the center of our mutual relationships. Our clients’ lives and goals will change and evolve with time. We work daily in making sure we adopt the best financial approach to their changing needs.
Welcome
At the Zanelli Group, we focus on delivering our clients the industry’s highest level of service. We provide hands-on stewardship over a multitude of different product lines and offerings, utilizing Morgan Stanley's platform and taking advantage of market opportunities around the world. At the Zanelli Group, we seek to navigate, preserve and build financial security for the next generation, being that we are a multinational, generational team ourselves, more specifically a partnership of father and son.
We bring a combined experience of over 100 years in the financial markets.
Our clients include institutions, multi-family offices, companies, real estate owners, professional athletes, entrepreneurs and individuals of significant wealth. We service both a U.S. and international clientele, mainly in South America, in the Southern Cone. We proudly see ourselves as their ambassadors in the marketplace, providing tailor-made solutions to reach their financial goals.
We bring a combined experience of over 100 years in the financial markets.
Our clients include institutions, multi-family offices, companies, real estate owners, professional athletes, entrepreneurs and individuals of significant wealth. We service both a U.S. and international clientele, mainly in South America, in the Southern Cone. We proudly see ourselves as their ambassadors in the marketplace, providing tailor-made solutions to reach their financial goals.
Services Include
- Wealth ManagementFootnote1
- FuturesFootnote2
- CommoditiesFootnote3
- Asset Management
- Exchange Traded FundsFootnote4
- Foreign ExchangeFootnote5
- Structured ProductsFootnote6
- Alternative InvestmentsFootnote7
- Estate Planning StrategiesFootnote8
- Trust ServicesFootnote9
- Trust AccountsFootnote10
- Financial PlanningFootnote11
- Life InsuranceFootnote12
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Awards and Experience
Utilizing our teams vast experience in trading, coupled with Morgan Stanley's world-class research, our group opens doors to opportunities in the global markets that help create the value necessary for each client to diversify and grow their portfolio across all asset classes and strategies. We help our clients understand the current political and economic environment that we are in and how they shape our investment strategy, helping all of us to stay nimble and agile in ever-changing financial cycles.
2023, 2024 & 2025 Forbes Best-In-State Wealth Management Teams
The Zanelli Group
Source: Forbes.com (Awarded Jan 2023, 2024 & 2025) Data compiled by SHOOK Research LLC based on time period from 3/31/21-3/31/24.
Source: Forbes.com (Awarded Jan 2023, 2024 & 2025) Data compiled by SHOOK Research LLC based on time period from 3/31/21-3/31/24.
International Welth Managment
Part of a global financial legacy that dates back over 150 years, Morgan Stanley is one of the few truly global institutions with the scale, scope and commitment to serve the international investor. We serve among the world’s most capitalized institutions, and stand as one of the largest wealth management firms in the world.
Morgan Stanley International Wealth Management (IWM) harnesses the extensive capabilities of the firm to serve investors located outside the United States. Functioning as a specialized group within Morgan Stanley, IWM is staffed by specially trained International Client Advisors and managers who understand your wealth management needs.
Morgan Stanley International Wealth Management (IWM) harnesses the extensive capabilities of the firm to serve investors located outside the United States. Functioning as a specialized group within Morgan Stanley, IWM is staffed by specially trained International Client Advisors and managers who understand your wealth management needs.
IWM Capabilities
IWM CapabilitiesIWM Capabilities (Español)
IWM Capabilities (Español)IWM Welcome Brochure
IWM Welcome BrochureFutures
Within Morgan Stanley Wealth Management there are a small subset of Financial Advisors who specialize in the Futures Markets. The Zanelli Group can help you with all of your needs within this product offering at Morgan Stanley.
Futures Market and Clearing Brochure
FuturesLocation
399 Park Ave 12th
Fl
New York, NY 10022
US
Direct:
(212) 307-2863(212) 307-2863
Meet The Zanelli Group
Alessandro Zanelli
First Vice President, Financial Advisor, International Client Advisor, Futures Specialist
Phone:
(212) 307-2857(212) 307-2857
Yisela Barbosa
Sr. Client Service Associate
Phone:
(212) 307-2849(212) 307-2849
Cecilia Sienra
Registered Client Service Associate
Phone:
(212) 315-6205(212) 315-6205
About Ideal N Zanelli
Ideal Zanelli has extensive financial experience in the Global Securities, Foreign Exchange and Commodities markets, as he has been in the financial sector for over 40 years. Prior to joining the firm in 1995, he worked for several broker dealers in New York City. Holding Series 7, 63 and 3 licenses, he has a vast range of investment product experience and market behavior knowledge. At Morgan Stanley, he has been a member of both the Chairman’s Club and Presidents Club and has been frequently ranked among the highest Financial Advisors at the firm for his accomplishments developing and managing high net worth relationships. His career has been dedicated to exclusively handling the needs of affluent international clients, both at the institutional and individual level. He is acquainted with the complexities of the South American market, in particular Southern Cone and its’ client base.
As a Uruguayan living in New York for over 40 years, Mr. Zanelli has been an active supporter and former board member of Reaching U, a charitable organization providing opportunities in education and financial assistance to children in his native country. He is a history enthusiast and enjoys reading biographies in his free time. He is fluent in English and Spanish and conversational in Portuguese.
As a Uruguayan living in New York for over 40 years, Mr. Zanelli has been an active supporter and former board member of Reaching U, a charitable organization providing opportunities in education and financial assistance to children in his native country. He is a history enthusiast and enjoys reading biographies in his free time. He is fluent in English and Spanish and conversational in Portuguese.
Securities Agent: CA, HI, KY, WY, MA, TX, OH, CO, SD, FL, AZ, MI, PA, GA, DE, RI, NJ, DC, CT, NY; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
About Alessandro Zanelli
Alessandro was born and raised in Long Island, New York and is of Uruguayan and Italian decent. Alessandro has been working in the financial services industry for more than 10 years. Prior to joining Morgan Stanley in 2015, he worked at a Private Equity firm in Madrid, Spain. At Morgan Stanley he is an ICA and Futures Specialist. Holding the Series 3, 7, 66 and Life and Health Insurance licenses, Alessandro is well versed in many different investment instruments in the Capital Markets and knows how best to utilize those instruments to protect and grow his clients’ wealth. Alessandro is fluent in English and Spanish.
Alessandro graduated Magna Cum Laude from Bucknell University in 2007, where he is also a former Alumni Board member. Alessandro is a member of the Young Patron Leadership Committee for the City Parks Foundation, where he volunteers his time to Summerstage, the city parks and after school educational programs for the city’s children. Alessandro, above all else, loves spending time with his family. He also enjoys traveling and winter sports.
Alessandro graduated Magna Cum Laude from Bucknell University in 2007, where he is also a former Alumni Board member. Alessandro is a member of the Young Patron Leadership Committee for the City Parks Foundation, where he volunteers his time to Summerstage, the city parks and after school educational programs for the city’s children. Alessandro, above all else, loves spending time with his family. He also enjoys traveling and winter sports.
Securities Agent: CT, FL, AZ, KY, GA, WY, OH, NY, NJ, CA, SD, MA, HI, CO, DE, PA, MI, TX, DC; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1373250
NMLS#: 1373250
About Yisela Barbosa
Yisela was born and raised in Queens, New York and is of Colombian descent. She is fluent in English and Spanish. Yisela has been working in the financial services sector since joining Morgan Stanley over 14 years ago.
Yisela is responsible for both internal and external movements of securities and currency transactions. She is in charge of supporting our clients with all levels of online and debit card concerns and/or needs. In addition, she maintains and updates client account information as needed. Yisela is a people person and enjoys her daily interactions with clients from across the globe.
When she is not at work, Yisela loves spending time with her family and exploring the city that she is fortunate enough to call home.
Yisela is responsible for both internal and external movements of securities and currency transactions. She is in charge of supporting our clients with all levels of online and debit card concerns and/or needs. In addition, she maintains and updates client account information as needed. Yisela is a people person and enjoys her daily interactions with clients from across the globe.
When she is not at work, Yisela loves spending time with her family and exploring the city that she is fortunate enough to call home.
About Cecilia Sienra
Cecilia was born in New York and raised in Montevideo, Uruguay. She received her B.A.S. from Universidad de la Empresa Uruguay and graduated Summa Cum Laude in 2002.
Cecilia moved back to New York in 2007, when she started working in the financial services industry. She is fluent in English and Spanish. Cecilia provides exceptional service to clients worldwide. She opens, maintains and updates clients’ accounts while serving and supporting the team’s business.
In her spare time, Cecilia loves to spend time with her family and friends, play tennis and hike.
Cecilia moved back to New York in 2007, when she started working in the financial services industry. She is fluent in English and Spanish. Cecilia provides exceptional service to clients worldwide. She opens, maintains and updates clients’ accounts while serving and supporting the team’s business.
In her spare time, Cecilia loves to spend time with her family and friends, play tennis and hike.
Contact Ideal N Zanelli
Contact Alessandro Zanelli
Wealth Management
Global Investment Office
Portfolio Insights
Ready to start a conversation? Contact The Zanelli Group today.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Investing in futures and options on futures contracts entails significant risks. Prices of futures and options on futures contracts may be affected by a variety of factors at any time, including but not limited to, (i) changes in supply and demand relationships, (ii) governmental programs and policies, (iii) national and international political and economic events, war and terrorist events, (iv) changes in interest and exchange rates, (v) trading activities in the underlying assets or commodities and related contracts, (vi) pestilence, technological change and weather and (vii) the price volatility of a commodity or asset. In addition, the futures markets may be subject to temporary distortions or other disruptions due to various factors, including lack of liquidity, participation of speculators and government intervention.
3Investing in commodities entails significant risks. The commodities markets may fluctuate widely based on a variety of factors including changes in supply and demand relationships; governmental programs and policies; national and international political and economic events; war and terrorist events; changes in interest and exchange rates; trading activities in commodities and related contracts; pestilence; weather; technological change; and, the price volatility of a commodity. In addition, the commodities markets are subject to temporary distortions or other disruptions due to various factors, including lack of liquidity, participation of speculators and government intervention.
4An investment in an exchange-traded fund (ETF) involves risks similar to those of investing in a broadly based portfolio of equity securities traded on exchange in the relevant securities market, such as market fluctuations caused by such factors as economic and political developments, changes in interest rates and perceived trends in stock prices. The investment return and principal value of ETF investments will fluctuate, so that an investor’s ETF shares, if or when sold, may be worth more or less than the original cost.
Investors should carefully consider the investment objectives, risks, charges and expenses of an exchange-traded fund (ETF) before investing. The prospectus contains this and other information about the ETF. To obtain a prospectus, contact your Financial Advisor or visit the ETF company’s website. Please read the prospectus carefully before investing.
5GlobalCurrency is available to clients of Morgan Stanley Smith Barney LLC with an eligible brokerage account. Before undertaking foreign exchange transactions, clients should understand the associated risks.
Engaging in foreign currency transactions entails more varied risks than normally associated with transactions in the domestic securities markets. Attention should be paid to market, credit, sovereign, and liquidity risks. The foreign exchange transactions and deposits discussed in this material may not be appropriate for all clients. The appropriateness of a particular investment or strategy depends upon a client’s particular circumstances and objectives. This material does not provide individually tailored investment advice.
6Structured Investments are complex and not appropriate for all investors. An investment in structured investments involves risks. These risks can include but are not limited to: fluctuations in the price, level or yield of underlying asset(s), interest rates, currency values and credit quality, substantial loss of principal, limits on participation in appreciation of underlying asset(s), limited liquidity, credit risk, and/or conflicts of interest. Many structured investments do not pay interest or guarantee a return above principal at maturity. Investors should read the security’s offering documentation prior to making an investment decision.
7Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
8Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
9Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
10Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
11Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
12Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The 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.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Investing in futures and options on futures contracts entails significant risks. Prices of futures and options on futures contracts may be affected by a variety of factors at any time, including but not limited to, (i) changes in supply and demand relationships, (ii) governmental programs and policies, (iii) national and international political and economic events, war and terrorist events, (iv) changes in interest and exchange rates, (v) trading activities in the underlying assets or commodities and related contracts, (vi) pestilence, technological change and weather and (vii) the price volatility of a commodity or asset. In addition, the futures markets may be subject to temporary distortions or other disruptions due to various factors, including lack of liquidity, participation of speculators and government intervention.
3Investing in commodities entails significant risks. The commodities markets may fluctuate widely based on a variety of factors including changes in supply and demand relationships; governmental programs and policies; national and international political and economic events; war and terrorist events; changes in interest and exchange rates; trading activities in commodities and related contracts; pestilence; weather; technological change; and, the price volatility of a commodity. In addition, the commodities markets are subject to temporary distortions or other disruptions due to various factors, including lack of liquidity, participation of speculators and government intervention.
4An investment in an exchange-traded fund (ETF) involves risks similar to those of investing in a broadly based portfolio of equity securities traded on exchange in the relevant securities market, such as market fluctuations caused by such factors as economic and political developments, changes in interest rates and perceived trends in stock prices. The investment return and principal value of ETF investments will fluctuate, so that an investor’s ETF shares, if or when sold, may be worth more or less than the original cost.
Investors should carefully consider the investment objectives, risks, charges and expenses of an exchange-traded fund (ETF) before investing. The prospectus contains this and other information about the ETF. To obtain a prospectus, contact your Financial Advisor or visit the ETF company’s website. Please read the prospectus carefully before investing.
5GlobalCurrency is available to clients of Morgan Stanley Smith Barney LLC with an eligible brokerage account. Before undertaking foreign exchange transactions, clients should understand the associated risks.
Engaging in foreign currency transactions entails more varied risks than normally associated with transactions in the domestic securities markets. Attention should be paid to market, credit, sovereign, and liquidity risks. The foreign exchange transactions and deposits discussed in this material may not be appropriate for all clients. The appropriateness of a particular investment or strategy depends upon a client’s particular circumstances and objectives. This material does not provide individually tailored investment advice.
6Structured Investments are complex and not appropriate for all investors. An investment in structured investments involves risks. These risks can include but are not limited to: fluctuations in the price, level or yield of underlying asset(s), interest rates, currency values and credit quality, substantial loss of principal, limits on participation in appreciation of underlying asset(s), limited liquidity, credit risk, and/or conflicts of interest. Many structured investments do not pay interest or guarantee a return above principal at maturity. Investors should read the security’s offering documentation prior to making an investment decision.
7Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
8Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
9Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
10Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
11Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
12Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The 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.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
