JV
JV
Joseph Verri is a registered investment advisor at Morgan Stanley, based in Wellesley, MA, with 24 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
Loading...
Location
112 Worcester Street, Wellesley, MA, 02481
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2015Withdrawn
Other Business Activities
Joseph is an advisory board member for the Massachusetts Center for Employee Ownership since March 2024. This activity requires minimal time.
Employment History
Current Registrations
Morgan Stanley
July 2021 - Present · 4 yrs 10 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.Broker
August 2007 - June 2009 · 1 yr 10 mos
A. G. Edwards & Sons, INC.Broker
May 2002 - August 2007 · 5 yrs 3 mos
Thomas James Associates, INC.Broker
July 1992 - September 1992 · 2 mos
State Registrations42 states
AKAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMONCNENHNJNMNVNYOHORPARISCSDTXUTVAVTWAWI
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.