Anthony Nicholas Codispoti

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

• 02/2013 → 11/2024
  Ubs Financial Services Inc.
  Red Bank, NJ
• 11/2024 → Present
  Morgan Stanley Smith Barney Llc
  Shrewsbury, NJ
• 11/2024 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY
• 03/2025 → Present
  Morgan Stanley Smith Barney Llc
  Red Bank, NJ
• 11/2024 → 11/2024
  Morgan Stanley Smith Barney Llc
  Holmdel, NJ

Previous Registrations

• 2013-02-15 → 2024-11-20
  Ubs Financial Services Inc.
  Holmdel, NJ
  Red Bank, NJ
• 2009-06-01 → 2013-03-05
  Morgan Stanley
  Red Bank, NJ
  Red Bank, NJ
• 2005-01-07 → 2009-06-01
  Citigroup Global Markets Inc.
  Red Bank, NJ
  Red Bank, NJ
• 2003-07-01 → 2005-01-10
  Wells Fargo Clearing Services, Llc
  Red Bank, NJ
• 2002-06-06 → 2003-07-01
  Prudential Equity Group, Llc
  Red Bank, NJ

Other Businesses

*618265 - Full Force LLC dba The Phoenix Way; Investment Related; Shrewsbury, NJ; Martial Arts Facility; Sole Proprietor/Owner; Start April 2002; 40 hours devoted monthly; 0 during trading; Head Instructor.

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-05-24
• S63 Uniform Securities Agent State Law Examination
  1994-03-22

Other Names

• Anthony N Codispoti
• Anthony Nicholas Codispoti
• Anthony Codispoti