Joseph Saadi is a registered investment advisor at Morgan Stanley, based in Clayton, MO, with 11 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
7733 Forsyth Boulevard, Suite 2100, Clayton, MO, 63105
Get directionsHistory
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 Stanley
September 2019 - Present · 6 yrs 8 mos
Morgan StanleyBroker
June 2019 - Present · 6 yrs 11 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
April 2009 - September 2010 · 1 yr 5 mos
J.P. Morgan Securities LLC
April 2009 - September 2010 · 1 yr 5 mos
J. P. Morgan Securities INC.
April 2007 - May 2007 · 1 mo
J.P. Morgan Securities INC.Broker
April 2007 - May 2007 · 1 mo
Merrill Lynch Trust Company, Fsb
March 2004 - August 2006 · 2 yrs 5 mos
Merrill Lynch Pierce Fenner & Smith INC.
March 2004 - August 2006 · 2 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2003 - August 2006 · 3 yrs 3 mos
State Registrations1 state
MO
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.