JD
JD

Joseph Digregorio

30 Years of Experience
Newtown Square, PA
Broker

Joseph Digregorio is a registered investment advisor at Morgan Stanley, based in Newtown Square, PA, with 30 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

3803 West Chester Pike, Suite 200, Newtown Square, PA, 19073

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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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Employment History
Current Registrations
Morgan StanleyBroker
June 2012 - Present · 13 yrs 11 mos
Morgan Stanley
June 2012 - Present · 13 yrs 11 mos
Morgan Stanley
June 2012 - Present · 13 yrs 11 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2007 - June 2012 · 5 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 1998 - June 2012 · 14 yrs 3 mos
Citicorp Securities, INC.Broker
December 1996 - June 1997 · 6 mos
Painewebber IncorporatedBroker
April 1994 - October 1995 · 1 yr 6 mos
Lehman Brothers INC.Broker
August 1992 - July 1993 · 11 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Joseph Digregorio - Financial Advisor | TrueAdvisor