JD
JD
Joseph Dinelt is a registered investment advisor at Morgan Stanley, based in Gig Harbor, WA, with 32 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
2727 Hollycroft Street, Suite 330, Gig Harbor, WA, 98335
Get directionsHistory
Regulatory History (1)
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Customer Dispute
February 2002Denied
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.Broker
December 1998 - June 2009 · 10 yrs 6 mos
Citigroup Global Markets INC.
January 1997 - June 2009 · 12 yrs 5 mos
Wm Financial Services, INC.Broker
May 1993 - December 1998 · 5 yrs 7 mos
State Registrations35 states
AKALARAZCACOCTFLGAHIIDILINKSKYMDMEMIMNMOMTNCNMNVNYOHORRISCSDTNTXUTVAWA
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.