Joseph Bertoni is a registered investment advisor at Morgan Stanley, based in Deerfield, IL, with 16 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
111 South Pfingsten Road, Suite 200, Deerfield, IL, 60015
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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 2015 - Present · 10 yrs 8 mos
Morgan StanleyBroker
September 2015 - Present · 10 yrs 8 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2011 - September 2015 · 4 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2011 - September 2015 · 4 yrs 7 mos
Edward Jones
July 2009 - February 2011 · 1 yr 7 mos
Edward JonesBroker
May 2009 - February 2011 · 1 yr 9 mos
State Registrations30 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.