John Cardone is a registered investment advisor at Morgan Stanley, based in Middleton, MA, with 20 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
35 Village Road, Suite 601, Middleton, MA, 01949
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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 2012 - Present · 13 yrs 7 mos
Morgan Stanley
October 2012 - Present · 13 yrs 7 mos
Previous Registrations
Wells Fargo Advisors, LLCBroker
September 2012 - October 2012 · 1 mo
Morgan Stanley
June 2009 - October 2012 · 3 yrs 4 mos
Morgan Stanley Smith BarneyBroker
June 2009 - October 2012 · 3 yrs 4 mos
Morgan Stanley & CO. IncorporatedBroker
January 2009 - June 2009 · 5 mos
Morgan Stanley & CO. Incorporated
January 2009 - June 2009 · 5 mos
Morgan Stanley & CO. Incorporated
December 2007 - June 2008 · 6 mos
Morgan Stanley & CO. IncorporatedBroker
December 2007 - June 2008 · 6 mos
UBS Financial Services INC.
August 2006 - December 2007 · 1 yr 4 mos
UBS Financial Services INC.Broker
August 2006 - December 2007 · 1 yr 4 mos
Morgan Stanley
January 2006 - August 2006 · 7 mos
Morgan Stanley Dw INC.Broker
June 2005 - August 2006 · 1 yr 2 mos
State Registrations40 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.