JB
JB

Joseph Bosco

12 Years of Experience
Stuart, FL
Broker

Joseph Bosco is a registered investment advisor at Morgan Stanley, based in Stuart, FL, with 12 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

729 South West FEDERAL HIGHWAY, Suite 300, Stuart, FL, 34994

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History

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.

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Other Business Activities

Joseph is a sole proprietor/owner of a watchmaking business since April 2025. He dedicates a few hours per week to this activity outside of business hours.

Employment History
Current Registrations
Morgan StanleyBroker
March 2020 - Present · 6 yrs 6 mos
Morgan Stanley
March 2020 - Present · 6 yrs 6 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2019 - March 2020 · 1 yr 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2014 - January 2019 · 5 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2013 - March 2020 · 6 yrs 3 mos
National Securities CorporationBroker
September 2013 - December 2013 · 3 mos
State Registrations14 states
CACTDCFLINMAMDMTNJNYPATXUTVA
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 Bosco - Financial Advisor | TrueAdvisor