Joseph Costa is a registered investment advisor at Morgan Stanley, based in Paramus, NJ, with 52 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
Mack Center Iv, South 61, Paramus Road, Paramus, NJ, 07652
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Regulatory History (2)
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Employment Separation After Allegations
August 2011Customer Dispute
July 2008Settled
Employment History
Current Registrations
Morgan Stanley
August 2011 - Present · 14 yrs 9 mos
Morgan StanleyBroker
August 2011 - Present · 14 yrs 9 mos
Previous Registrations
UBS Financial Services INC.
June 2002 - September 2011 · 9 yrs 3 mos
UBS Financial Services INC.Broker
January 1980 - September 2011 · 31 yrs 8 mos
Paine, Webber, Jackson & Curtis IncorporatedBroker
December 1978 - January 1980 · 1 yr 1 mo
E. F. Hutton & Company INCBroker
October 1977 - December 1987 · 10 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith, INC.Broker
March 1974 - November 1977 · 3 yrs 8 mos
State Registrations34 states
ALAZCACOCTDCDEFLGAIDILKSMAMDMEMIMNMTNCNENHNJNYOHORPARISCSDTNTXVAVTWA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.