JV
JV
Joseph Vinciguerra
36 Years of Experience
Dublin, OH
2 DisclosuresBroker
Joseph Vinciguerra is a registered investment advisor at Morgan Stanley, based in Dublin, OH, with 36 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
545 Metro Place South, Suite 300, Dublin, OH, 43017
Get directionsHistory
Regulatory History (2)
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Customer Dispute
March 2009Closed-No Action
Customer Dispute
March 2004Denied
Other Business Activities
Joseph is a sole proprietor/owner of rental farmland in Westerville, Ohio, since 2020. He spends minimal time on property management during and after business hours.
Employment History
Current Registrations
Morgan Stanley
July 2020 - Present · 5 yrs 10 mos
Morgan StanleyBroker
July 2020 - Present · 5 yrs 10 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 1999 - July 2020 · 20 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 1989 - July 2020 · 30 yrs 8 mos
State Registrations33 states
AZCACOCTDCDEFLGAILINKSKYMAMDMIMNMOMTNCNHNJNYOHORPARISCTNTXVAWAWIWV
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.