John Volpe is a registered investment advisor at Morgan Stanley, based in Sea Girt, NJ, with 42 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B
Fee Structure
Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location
2150 Highway 35, Suite 200, Sea Girt, NJ, 08750
Get directionsHistory
Regulatory History (2)
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Customer Dispute
May 2010Denied
Employment Separation After Allegations
May 1990Employment History
Current Registrations
Morgan StanleyBroker
September 2024 - Present · 1 yr 10 mos
Morgan Stanley
September 2024 - Present · 1 yr 10 mos
Previous Registrations
Stifel, Nicolaus & Company, IncorporatedBroker
June 2015 - October 2024 · 9 yrs 4 mos
Stifel, Nicolaus & Company, Incorporated
June 2015 - October 2024 · 9 yrs 4 mos
RBC Capital Markets, LLCBroker
January 2010 - June 2015 · 5 yrs 5 mos
RBC Capital Markets, LLC
January 2010 - June 2015 · 5 yrs 5 mos
Wells Fargo Advisors, LLCBroker
July 2005 - January 2010 · 4 yrs 6 mos
Wells Fargo Advisors, LLC
July 2005 - January 2010 · 4 yrs 6 mos
Morgan Stanley
May 2002 - July 2005 · 3 yrs 2 mos
Morgan Stanley Dw INC.Broker
March 2001 - July 2005 · 4 yrs 4 mos
Salomon Smith Barney INC.Broker
June 1994 - March 2001 · 6 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 1990 - June 1994 · 4 yrs
Painewebber IncorporatedBroker
March 1989 - June 1990 · 1 yr 3 mos
Prudential-Bache Securities INC.Broker
February 1988 - April 1989 · 1 yr 2 mos
Shearson Lehman Hutton INC.Broker
February 1988 - March 1988 · 1 mo
E. F. Hutton & Company INCBroker
August 1987 - February 1988 · 6 mos
Smith Barney, Harris Upham & CO., IncorporatedBroker
June 1985 - September 1987 · 2 yrs 3 mos
R. W. Peters, Rickel & CO., INC.Broker
February 1984 - July 1985 · 1 yr 5 mos
State Registrations44 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.