Joseph Karcutskie is a registered investment advisor at Morgan Stanley, based in Wilkes Barre, PA, with 27 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
Cross Creeke Pointe Suite 401, 1065 Highway 315, Wilkes Barre, PA, 18702
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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.
Learn about disclosures →Employment History
Current Registrations
Morgan StanleyBroker
October 2025 - Present · 7 mos
Morgan Stanley
October 2025 - Present · 7 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2021 - October 2025 · 4 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2021 - October 2025 · 4 yrs 7 mos
Wells Fargo Clearing Services, LLC
August 2011 - February 2021 · 9 yrs 6 mos
Wells Fargo Clearing Services, LLCBroker
May 2011 - February 2021 · 9 yrs 9 mos
Stifel, Nicolaus & Company, Incorporated
September 2009 - May 2011 · 1 yr 8 mos
Stifel, Nicolaus & Company, IncorporatedBroker
September 2009 - May 2011 · 1 yr 8 mos
UBS Financial Services INC.
June 2002 - September 2009 · 7 yrs 3 mos
UBS Financial Services INC.Broker
September 1998 - September 2009 · 11 yrs
State Registrations6 states
CTFLMNNJNYPA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.