Joseph Compitello is a CFP-designated registered investment advisor at Morgan Stanley, based in Naples, FL, with 18 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
8889 Pelican Bay Boulevard, Suite 300, Naples, FL, 34108
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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 Stanley
September 2022 - Present · 3 yrs 10 mos
Morgan StanleyBroker
September 2022 - Present · 3 yrs 10 mos
Previous Registrations
J.P. Morgan Securities LLC
February 2013 - September 2022 · 9 yrs 7 mos
J.P. Morgan Securities LLCBroker
June 2011 - September 2022 · 11 yrs 3 mos
Key Investment Services LLCBroker
June 2008 - November 2009 · 1 yr 5 mos
Vfinance Investments, INCBroker
January 2006 - June 2006 · 5 mos
Mcdonald Investments INC.
August 2005 - November 2005 · 3 mos
Mcdonald Investments INC.Broker
August 2005 - November 2005 · 3 mos
Merrill Lynch Pierce Fenner & Smith INC.
February 2004 - May 2005 · 1 yr 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2003 - May 2005 · 1 yr 5 mos
State Registrations33 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.