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Joseph Saker

20 Years of Experience
Birmingham, MI
Broker

Joseph Saker is a registered investment advisor at Morgan Stanley, based in Birmingham, MI, 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

34901 Woodward Avenue, Suite 300, Birmingham, MI, 48009

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Joseph serves on the advisory board for Child Safe, a charitable non-profit organization, since 2013. This requires minimal time outside of business hours.

Employment History
Current Registrations
Morgan Stanley
August 2022 - Present · 3 yrs 9 mos
Morgan StanleyBroker
August 2022 - Present · 3 yrs 9 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2012 - August 2022 · 9 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2012 - August 2022 · 9 yrs 10 mos
Alliancebernstein L.P.
February 2006 - October 2012 · 6 yrs 8 mos
Sanford C. Bernstein & CO., LLCBroker
January 2006 - October 2012 · 6 yrs 9 mos
State Registrations16 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Joseph Saker - Financial Advisor | TrueAdvisor