Joseph Heyer is a registered investment advisor at Morgan Stanley, based in Paramus, NJ, with 40 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
Mack Center Iv, South 61, Paramus Road, Paramus, NJ, 07652
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
February 2008 - June 2009 · 1 yr 4 mos
Morgan Stanley & CO. IncorporatedBroker
February 2008 - June 2009 · 1 yr 4 mos
Citigroup Global Markets INC.
October 2002 - March 2008 · 5 yrs 5 mos
Citigroup Global Markets INC.Broker
July 1993 - March 2008 · 14 yrs 8 mos
Lehman Brothers INC.Broker
October 1990 - July 1993 · 2 yrs 9 mos
Painewebber IncorporatedBroker
February 1986 - October 1990 · 4 yrs 8 mos
State Registrations26 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.