Joseph Feola is a registered investment advisor at Morgan Stanley, based in Sewickley, PA, with 39 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
2100 Georgetown Drive, Suite 500, Sewickley, PA, 15143
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Regulatory History (1)
Customer Dispute
March 1995Other 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
Morgan StanleyBroker
Previous Registrations
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations29 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.
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