Joseph Karcutskie

CRD 3094348 · Morgan Stanley · Wilkes Barre, PA

IA RegisteredBroker

Also appears in the source record as: Joe Karcutskie; Joseph Anthony Karcutskie; Joseph A Karcutskie

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (3): Series 63SIESeries 7
Registered states (6): Connecticut · Florida · Minnesota · New Jersey · New York · Pennsylvania
Years in the industry (source record): 28
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Morgan Stanley
Firm CRD: 149777
SEC number: 801-70103
Assets under management: $2.0T as of Jun 30, 2026
Website: www.morganstanley.com ↗
Phone: 914-225-5510
Firm location: Purchase, NY, 10577-2530

Employment history (9)

From the source registration record · current first

Morgan StanleyCurrent
Wilkes Barre, PA · IA capacity

Oct 9, 2025 → present
Merrill Lynch, Pierce, Fenner & Smith Incorporated
BD capacity

Mar 19, 2021 → Oct 10, 2025
Merrill Lynch, Pierce, Fenner & Smith Incorporated
IA capacity

Mar 19, 2021 → Oct 10, 2025
Wells Fargo Clearing Services, LLC
IA capacity

Aug 30, 2011 → Feb 18, 2021
Wells Fargo Clearing Services, LLC
BD capacity

May 13, 2011 → Feb 18, 2021
Stifel, Nicolaus & Company, Incorporated
BD capacity

Sep 25, 2009 → May 16, 2011
Stifel, Nicolaus & Company, Incorporated
IA capacity

Sep 25, 2009 → May 16, 2011
Ubs Financial Services Inc.
IA capacity

Jun 3, 2002 → Sep 25, 2009
Ubs Financial Services Inc.
BD capacity

Sep 14, 1998 → Sep 25, 2009

Source & corrections

Where this page comes from

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