JF
JF

Joseph Feola

39 Years of Experience
Sewickley, PA
1 DisclosureBroker

Joseph Feola is a registered investment advisor at Morgan Stanley, based in Sewickley, PA, with 39 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

2100 Georgetown Drive, Suite 500, Sewickley, PA, 15143

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History

Regulatory History (1)
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Customer Dispute
March 1995
Settled
Other Business Activities

Joseph is a board member with the American Cancer Society and president of Pi Kappa Alpha, Alpha Theta Alumni Corp. He also owns eight rental units, acts as an executor and power of attorney, and is the sole proprietor/owner of JCF Enterprise LLC for property management, dedicating minimal time to these activities.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
September 2005 - April 2007 · 1 yr 7 mos
Morgan Stanley Dw INC.Broker
March 1987 - April 2007 · 20 yrs 1 mo
State Registrations29 states
AZCACOCTFLGAIAILINKYLAMDMIMNMONCNJNVNYOHOKPASCTNTXUTVAWAWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Joseph Feola - Financial Advisor | TrueAdvisor