JG
JG

Joseph Gil

23 Years of Experience
San Rafael, CA
Broker

Joseph Gil is a registered investment advisor at Morgan Stanley, based in San Rafael, CA, with 23 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

1101 5th AVENUE, Suite 275, San Rafael, CA, 94901

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Joseph owns ECP IHS Limited, Private Investors III LLC, and HBC SICAV SIF Mega Trends, all investment-related. He dedicates minimal time to these activities.

Employment History
Current Registrations
Morgan Stanley
September 2015 - Present · 10 yrs 8 mos
Morgan Stanley
August 2015 - Present · 10 yrs 9 mos
Morgan StanleyBroker
August 2015 - Present · 10 yrs 9 mos
Previous Registrations
Town HallBroker
February 2011 - August 2015 · 4 yrs 6 mos
Morgan Stanley Smith Barney LLC
June 2009 - August 2010 · 1 yr 2 mos
Morgan Stanley Smith BarneyBroker
June 2009 - August 2010 · 1 yr 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
October 2006 - April 2007 · 6 mos
Morgan Stanley Dw INC.Broker
October 2006 - April 2007 · 6 mos
Bathgate Capital Partners LLCBroker
May 2005 - October 2006 · 1 yr 5 mos
Solstice Capital Management, LLC
January 2005 - September 2006 · 1 yr 8 mos
Treeline Management LLC
June 2003 - February 2005 · 1 yr 8 mos
Deson & CO.Broker
April 2003 - August 2005 · 2 yrs 4 mos
Reliant TradingBroker
April 2002 - September 2002 · 5 mos
Comprehensive Capital CORP.Broker
October 2000 - November 2000 · 1 mo
Comprehensive Capital CORP.Broker
October 1998 - December 1998 · 2 mos
Financial West GroupBroker
June 1996 - October 1996 · 4 mos
State Registrations24 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.