JM
JM
Joseph Mcnamara is a registered investment advisor at Morgan Stanley, based in Norwell, MA, with 33 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
141 Longwater Drive, Suite 102, Norwell, MA, 02061
Get directionsHistory
Regulatory History (2)
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Customer Dispute
August 2008Settled
Customer Dispute
June 2001Denied
Other Business Activities
Joseph owns rental real estate property in Middle Island, New York since 2015. This activity is investment-related and requires minimal time.
Employment History
Current Registrations
Morgan StanleyBroker
August 2022 - Present · 3 yrs 9 mos
Morgan Stanley
August 2022 - Present · 3 yrs 9 mos
Previous Registrations
UBS Financial Services INC.
June 2012 - August 2022 · 10 yrs 2 mos
UBS Financial Services INC.Broker
June 2012 - August 2022 · 10 yrs 2 mos
Morgan Stanley Smith BarneyBroker
June 2009 - June 2012 · 3 yrs
Morgan Stanley Smith Barney LLC
June 2009 - June 2012 · 3 yrs
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
August 2006 - April 2007 · 8 mos
Morgan Stanley Dw INC.Broker
October 1992 - April 2007 · 14 yrs 6 mos
State Registrations17 states
ALCACTFLILMAMENCNHNJNVNYPARISCTXVT
AdvisorBroker
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.