JF
JF
Joseph Friedman
41 Years of Experience
Miami Beach, FL
1 DisclosureBroker
Joseph Friedman is a registered investment advisor at Morgan Stanley, based in Miami Beach, FL, with 41 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B
Fee Structure
Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location
1691 Michigan Ave, Ste 550, Miami Beach, FL, 33139
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Regulatory History (1)
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Customer Dispute
April 1985Pending
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
April 1991 - June 2009 · 18 yrs 2 mos
Citigroup Global Markets INC.Broker
May 1989 - June 2009 · 20 yrs 1 mo
Drexel Burnham Lambert IncorporatedBroker
February 1986 - May 1989 · 3 yrs 3 mos
Thomson Mckinnon Securities INC.Broker
April 1985 - February 1986 · 10 mos
D. H. Wallach, INC.Broker
October 1984 - May 1985 · 7 mos
Uni Eq Investment Group, INC.Broker
July 1984 - October 1984 · 3 mos
State Registrations42 states
ARCACOCTDCDEFLGAIDILINKYLAMAMDMEMIMNMOMSMTNCNDNENJNMNVNYOHORPAPRRISCSDTNTXUTVAVTWAWV
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.