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Anthony Codispoti

32 Years of Experience
Red Bank, NJ
Broker

Anthony Codispoti is a registered investment advisor at Morgan Stanley, based in Red Bank, NJ, with 32 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

20 Linden Place, Red Bank, NJ, 07701

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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

Anthony owns and is an instructor at Full Force LLC DBA The Phoenix Way, a martial arts school, since 2004. He spends a few hours per week during non-trading hours and about a quarter of his time after business hours as a head instructor.

Employment History
Current Registrations
Morgan StanleyBroker
November 2024 - Present · 1 yr 6 mos
Morgan Stanley
November 2024 - Present · 1 yr 6 mos
Previous Registrations
UBS Financial Services INC.
February 2013 - November 2024 · 11 yrs 9 mos
UBS Financial Services INC.Broker
February 2013 - November 2024 · 11 yrs 9 mos
Morgan StanleyBroker
June 2009 - March 2013 · 3 yrs 9 mos
Morgan Stanley
June 2009 - March 2013 · 3 yrs 9 mos
Citigroup Global Markets INC.
January 2005 - June 2009 · 4 yrs 5 mos
Citigroup Global Markets INC.Broker
January 2005 - June 2009 · 4 yrs 5 mos
Wachovia Securities, LLCBroker
July 2003 - January 2005 · 1 yr 6 mos
Wachovia Securities, LLC
July 2003 - January 2005 · 1 yr 6 mos
Prudential Securities Incorporated
June 2002 - July 2003 · 1 yr 1 mo
Prudential Securities IncorporatedBroker
June 2000 - July 2003 · 3 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 1993 - June 2000 · 6 yrs 6 mos
State Registrations12 states
CACOFLGAMDNCNJNVNYPAUTVA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Anthony Codispoti - Financial Advisor | TrueAdvisor