A.G.p / Alliance Global Partners
47yrs
Top advisor by experience in Holmdel
33yrs
Anthony Codispoti
Full name on record: Anthony Nicholas Codispoti
Financial advisor at Morgan Stanley
Anthony Codispoti has worked in the financial industry for 33 years and is a fiduciary financial advisor based in Holmdel, New Jersey. After 12 years at UBS Financial Services and four years at Citigroup Global Markets, Anthony joined Morgan Stanley in 2024, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, flat fees, and commissions.
One of 135 advisors with offices in Holmdel, and one of 121 fiduciaries.
At a glance
Experience33 years (since 1994)
How that compares ?Top 12% by experience nationwide
OfficeHolmdel, NJ
FirmMorgan Stanley
How the firm is paid ?Percent of assets, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$670,481
Advisors at the firm23,156
States licensed ?1 state
Services through Morgan Stanley
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Nov 2024 – nowMorgan StanleyCurrent firm
- 2013 – 2024UBS Financial Services Inc.Previously
- 2009 – 2013Morgan StanleyPreviously
- 2005 – 2009Citigroup Global Markets Inc.Previously
- Jul 2003 – Jan 2005Wells Fargo Clearing Services, LLCPreviously
- Jun 2002 – Jul 2003Prudential Equity Group, LLCPreviously
Contact Anthony
(914) 225-5510Firm headquarters in Purchase, NY. Ask for Anthony. Holmdel, NJOffice · Get directions Firm websiteHTTP://WWW.MORGANSTANLEY.COMIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Anthony
Tailored to Anthony’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
My notes and scorecard
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About Anthony
How do I contact Anthony?
Call Morgan Stanley at (914) 225-5510 and ask for Anthony Codispoti. Anthony works from the Holmdel, NJ office.
How long has Anthony been a financial advisor?
Anthony has been in the industry since 1994, about 33 years. Top 12% by experience nationwide.
What licenses does Anthony hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Anthony a fiduciary?
Anthony is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Anthony paid?
Morgan Stanley reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products, a share of investment gains, other fees. Ask Anthony for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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