Joseph Costa is a registered investment advisor at Morgan Stanley, based in Paramus, NJ, with 52 years of industry experience. Joseph is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
Mack Center Iv, South 61, Paramus Road, Paramus, NJ, 07652
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Regulatory History (2)
Employment Separation After Allegations
August 2011Customer Dispute
July 2008Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Paine, Webber, Jackson & Curtis IncorporatedBroker
E. F. Hutton & Company INCBroker
Merrill Lynch, Pierce, Fenner & Smith, INC.Broker
State Registrations34 states
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
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