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Frederick Cordisco

31 Years of Experience
Toms River, NJ
Broker

Frederick Cordisco is a registered investment advisor at Morgan Stanley, based in Toms River, NJ, 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

1433 Hooper Avenue, Toms River, NJ, 08753

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Frederick is a board member at Grace and Peace Church and volunteers counseling at America's Keswick Colony of Mercy, both religious organizations. He spends minimal time on each of these activities outside of business hours, focusing on business development/growth at the church and counseling men in recovery at America's Keswick.

Employment History
Current Registrations
Morgan StanleyBroker
December 2023 - Present · 2 yrs 5 mos
Morgan Stanley
December 2023 - Present · 2 yrs 5 mos
Previous Registrations
UBS Financial Services INC.Broker
October 2012 - December 2023 · 11 yrs 2 mos
UBS Financial Services INC.
October 2012 - December 2023 · 11 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2004 - October 2012 · 8 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 1998 - October 2012 · 14 yrs 7 mos
Royal Alliance Associates, INC.Broker
April 1994 - March 1998 · 3 yrs 11 mos
State Registrations46 states
AKALARAZCACOCTDCDEFLGAHIIDILKSKYLAMAMDMEMIMNMOMTNCNHNJNMNVNYOHOKORPAPRRISCTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Frederick Cordisco - Financial Advisor | TrueAdvisor