Joseph Fezza is a registered investment advisor at Morgan Stanley, based in Aventura, FL, with 43 years of industry experience. Joseph is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
20807 Biscayne Boulevard, 5th&6th Floor, Aventura, FL, 33180
Get directionsHistory
Regulatory History (5)
Customer Dispute
December 2016Customer Dispute
July 2006Customer Dispute
May 2002Customer Dispute
December 2000Customer Dispute
December 2000Other Business Activities
Joseph owns rental property through JDDN Investments since 2014 and is a partner/officer in Valanjoe Investments LLC (real estate) since 2022. He spends minimal time on these activities outside of business hours.
Employment History
Current Registrations
Morgan StanleyBroker
Morgan Stanley
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley
Morgan Stanley Dw INC.Broker
Richardson Greenshields Securities INC.Broker
Richardson Greenshields Securities INC.Broker
Kenney & Branisel Municipals, INC.Broker
State Registrations34 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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