Joseph Daniel Lassiter
Investment adviser representative at Morgan Stanley
13 yearsExperience
2 statesRegistered in
$2TFirm assets
17 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissionsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Morgan Stanley Private Bank, N.AJan 2026 to now
- Morgan StanleyApr 2023 to now
- Purshe Kaplan Sterling InvestmentsMar 2022 to Apr 2023
- Apollon Wealth Management, LLCSep 2021 to Apr 2023
- Modern Woodmen of AmericaJan 2021 to Sep 2021
- Merrill Lynch - Bank of America - Ellison Kibler & AssociatesSep 2019 to Dec 2020
- Prudential Financial - Travis Hudson AgencyApr 2019 to Sep 2019
- Pleasant Air ConditioningMay 2018 to Jan 2019
- University of South CarolinaJun 2017 to Jan 2021
- Harris Teeter GrocerySep 2016 to May 2017
- Wando High SchoolJun 2013 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (SC, TX).
Morgan Stanley
Legal name: Morgan Stanley Smith Barney LLC
$2TAssets managed
2,703,720Clients
23,165Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7119276
- Firm CRD
- 149777