AS
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Alberico Sessa

29 Years of Experience
Toms River, NJ
Broker

Alberico Sessa is a registered investment advisor at Morgan Stanley, based in Toms River, NJ, with 29 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.

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

Alberico is a partner in AA Belmar Real Estate LLC and Sessa-Kopcha Family LLC, both real estate ventures since 2008. He dedicates minimal time to these activities, handling administrative, accounting, and property management tasks.

Employment History
Current Registrations
Morgan Stanley
January 2023 - Present · 3 yrs 8 mos
Morgan StanleyBroker
January 2023 - Present · 3 yrs 8 mos
Previous Registrations
UBS Financial Services INC.
March 2012 - February 2023 · 10 yrs 11 mos
UBS Financial Services INC.Broker
March 2012 - February 2023 · 10 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2000 - March 2012 · 11 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 1996 - March 2012 · 15 yrs 7 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Alberico Sessa - Financial Advisor | TrueAdvisor