Mark Caropreso is a registered investment advisor at Morgan Stanley, based in Latham, 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.
1212 Troy Schenectady Road, Latham, NY, 12110
Get directionsNo 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.
Learn about disclosures →Mark is the sole proprietor/owner of 42JoMark Holdings, LLC, a rental property in Woodford, VT, and 6048 Molly Stark Trail, LLC, a real estate property in Latham, NY. He spends minimal time on the first and a few hours per week on the second after business hours.
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.