AL
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Adam Lasacco

17 Years of Experience
Phoenix, AZ
Broker

Adam Lasacco is a registered investment advisor at Morgan Stanley, based in Phoenix, AZ, with 17 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

2398 East Camelback Road, Suite 800, Phoenix, AZ, 85016

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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

Adam is on the Finance and Investment Committees for the Southwest Autism Resource and Research Center since 2017. He spends minimal time on this activity outside of business hours.

Employment History
Current Registrations
Morgan StanleyBroker
January 2025 - Present · 1 yr 4 mos
Morgan Stanley
January 2025 - Present · 1 yr 4 mos
Previous Registrations
J.P. Morgan Securities LLC
March 2023 - January 2025 · 1 yr 10 mos
J.P. Morgan Securities LLCBroker
October 2012 - January 2025 · 12 yrs 3 mos
J.P. Morgan Securities LLC
October 2012 - April 2018 · 5 yrs 6 mos
Chase Investment Services CORP.
September 2009 - October 2012 · 3 yrs 1 mo
Chase Investment Services CORP.Broker
September 2009 - October 2012 · 3 yrs 1 mo
AXA Advisors, LLC
August 2008 - January 2009 · 5 mos
AXA Advisors, LLCBroker
May 2008 - January 2009 · 8 mos
State Registrations13 states
AZCACOCTFLHINCNJNVNYOHSCTX
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.