Joseph A Digiacomo

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2021 → Present
  Morgan Stanley
  Gilbert, AZ
• 05/2018 → Present
  Legend Trail Golf Club
  Scottsdale, AZ
• 11/2014 → 08/2018
  Orangetree Golf Club
  Scottsdale, AZ
• 08/2017 → 05/2021
  Arizona Christian University
  Glendale, AZ
• 08/2013 → 05/2017
  Shadow Mountain High School
  Phoenix, AZ
• 06/2020 → 08/2020
  Alpha Squared Capital
  Scottsdale, AZ

Other Businesses

I currently work at Legend Trail Golf Club. The business is not investment related. The business is a golf course located at 9462 E Legendary Ln. Scottsdale, AZ 85262. I am a part time employee, working in the outside service department. I started in May 2018. I will only be working around 8-12 hours monthly at the course. I will not be working or devoting any time during security trading hours. My role in outside service would be providing customer service for the customers such as cleaning golf clubs, golf carts, or helping customers basic needs.

Exams

• S66 Uniform Combined State Law Examination
  2021-08-06

Other Names

• Joey Digiacomo