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Josephine Cottone

33 Years of Experience
New York, NY
Broker

Josephine Cottone is a registered investment advisor at Morgan Stanley, based in New York, NY, with 33 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

55 East 52nd Street, 12th Floor, New York, NY, 10055

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Josephine is a partial owner and landlord of a rental property in Brooklyn, NY since September 2018. This activity is investment-related.

Employment History
Current Registrations
Morgan Stanley
May 2020 - Present · 6 yrs
Morgan StanleyBroker
October 2012 - Present · 13 yrs 7 mos
Previous Registrations
Wells Fargo Advisors, LLC
April 2011 - September 2012 · 1 yr 5 mos
Wells Fargo Advisors, LLCBroker
April 2000 - September 2012 · 12 yrs 5 mos
Oscar Gruss & Son, IncorporatedBroker
February 1998 - April 2000 · 2 yrs 2 mos
D. H. Blair & CO., INC.Broker
May 1992 - February 1998 · 5 yrs 9 mos
State Registrations48 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Josephine Cottone - Financial Advisor | TrueAdvisor