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Joseph Adornato

31 Years of Experience
Fort Lauderdale, FL
2 DisclosuresBroker

Joseph Adornato is a registered investment advisor at Morgan Stanley, based in Fort Lauderdale, FL, with 31 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

350 East Las Olas Boulevard, Suite 1500, Fort Lauderdale, FL, 33301

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2011
Settled
Employment Separation After Allegations
April 2005
Employment History
Current Registrations
Morgan StanleyBroker
August 2021 - Present · 4 yrs 11 mos
Morgan Stanley
August 2021 - Present · 4 yrs 11 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2008 - August 2021 · 13 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2008 - August 2021 · 13 yrs 1 mo
Oppenheimer & CO. INC.
August 2005 - July 2008 · 2 yrs 11 mos
Oppenheimer & CO. INC.Broker
July 2005 - July 2008 · 3 yrs
Morgan Stanley
January 1995 - May 2005 · 10 yrs 4 mos
Morgan Stanley Dw INC.Broker
January 1995 - May 2005 · 10 yrs 4 mos
Mutual Service CorporationBroker
September 1993 - October 1993 · 1 mo
State Registrations19 states
ALAZCAFLGAILMAMDMEMINCNJNVNYOHPRSCTXVA
AdvisorBrokerBoth

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