JS
CFP
JS
CFP
Joseph Saccon is a CFP-designated registered investment advisor at Morgan Stanley, based in Allentown, PA, 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
515 West Hamilton Street, 7th Floor, Allentown, PA, 18101
Get directionsHistory
Regulatory History (1)
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Customer Dispute
May 2008Denied
Other Business Activities
Joseph owns three rental condos and is the president of a small condo association. These activities require minimal time each month and are not investment-related.
Employment History
Current Registrations
Morgan Stanley
October 2016 - Present · 9 yrs 11 mos
Morgan StanleyBroker
October 2016 - Present · 9 yrs 11 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2006 - October 2016 · 10 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 1994 - October 2016 · 22 yrs
State Registrations32 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.