JL
JL

Joseph Lassiter

4 Years of Experience
Charleston, SC
Broker

Joseph Lassiter is a registered investment advisor at Morgan Stanley, based in Charleston, SC, with 4 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

850 Morrison Drive, Suite 800, Charleston, SC, 29403

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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

Joseph works in customer service for Dogstar Pet Care, a recreation business, spending a few hours per week outside business hours. Joseph also owns rental property, dedicating minimal time to it outside of business hours.

Employment History
Current Registrations
Morgan Stanley
April 2023 - Present · 3 yrs 1 mo
Morgan StanleyBroker
April 2023 - Present · 3 yrs 1 mo
Previous Registrations
Apollon Wealth Management, LLC
May 2022 - April 2023 · 11 mos
Purshe Kaplan Sterling InvestmentsBroker
March 2022 - April 2023 · 1 yr 1 mo
Mwa Financial Services INC.Broker
July 2021 - October 2021 · 3 mos
State Registrations51 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.