JC
JC

Joseph Cirelli

35 Years of Experience
Baltimore, MD
Broker

Joseph Cirelli is a registered investment advisor at Morgan Stanley, based in Baltimore, MD, with 35 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

1201 Wills Street, Suite 700, Baltimore, MD, 21231

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History

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.

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Other Business Activities

Joseph serves as a trustee for a trust in Baltimore, MD since 2021. This activity requires minimal time outside of business hours.

Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
May 1996 - June 2009 · 13 yrs 1 mo
Citigroup Global Markets INC.Broker
April 1996 - June 2009 · 13 yrs 2 mos
First Union Brokerage Services, INC.Broker
January 1996 - April 1996 · 3 mos
First Fidelity Brokers, INC.Broker
November 1994 - January 1996 · 1 yr 2 mos
Baltimore Bancorp Investment Services, INC.Broker
November 1993 - December 1994 · 1 yr 1 mo
D. H. Blair & CO., INC.Broker
June 1990 - September 1993 · 3 yrs 3 mos
State Registrations31 states
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AdvisorBrokerBoth

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