JP
JP

Joseph Pizzo

32 Years of Experience
Garden City, NY
Broker

Joseph Pizzo is a registered investment advisor at Morgan Stanley, based in Garden City, NY, 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

1200 Franklin Avenue, 2nd Floor, Garden City, NY, 11530

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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

Joseph serves as a trustee/co-trustee for a trust in Hewlett, New York, dedicating minimal time during business hours. He is also an officer (non-board member) for the Commack Fire Department, spending a few hours per week after business hours on check signing and providing labor or service.

Employment History
Current Registrations
Morgan Stanley
June 2010 - Present · 15 yrs 11 mos
Morgan StanleyBroker
May 2010 - Present · 16 yrs
Previous Registrations
UBS Financial Services INC.Broker
February 2000 - May 2010 · 10 yrs 3 mos
Prudential Securities IncorporatedBroker
February 1994 - February 2000 · 6 yrs
State Registrations27 states
AZCACOCTDCDEFLGAHIILMAMDMNNCNHNJNMNVNYOHPARISCTXVAVTWA
AdvisorBrokerBoth

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.

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