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Joseph Adamo

42 Years of Experience
Rancho Santa Fe, CA
Broker

Joseph Adamo is a registered investment advisor at Morgan Stanley, based in Rancho Santa Fe, CA, 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

6037 La Flecha, Suite 200, Rancho Santa Fe, CA, 92067

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Joseph is the sole proprietor/owner of Adamo Braun LLC, a restaurant/bar/nightclub in Kings Beach Lake Tahoe, California. He spends a minimal amount of time on this activity both during and after business hours.

Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Morgan Stanley
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
July 2006 - April 2007 · 9 mos
Morgan Stanley Dw INC.Broker
July 2006 - April 2007 · 9 mos
RBC Dain Rauscher INC.
May 2002 - July 2006 · 4 yrs 2 mos
RBC Dain Rauscher INC.Broker
March 2002 - July 2006 · 4 yrs 4 mos
Sutro & CO. IncorporatedBroker
April 1997 - March 2002 · 4 yrs 11 mos
Painewebber IncorporatedBroker
January 1995 - May 1997 · 2 yrs 4 mos
Kidder, Peabody & CO. IncorporatedBroker
January 1994 - January 1995 · 1 yr
Smith Barney Shearson INC.Broker
July 1993 - January 1994 · 6 mos
Lehman Brothers INC.Broker
February 1988 - July 1993 · 5 yrs 5 mos
E. F. Hutton & Company INCBroker
December 1983 - February 1988 · 4 yrs 2 mos
State Registrations34 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.