JB
JB

Joseph Bevack

32 Years of Experience
Pepper Pike, OH
1 DisclosureBroker

Joseph Bevack is a registered investment advisor at Morgan Stanley, based in Pepper Pike, OH, 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

31099 Chagrin Boulevard, Pepper Pike, OH, 44124

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History

Regulatory History (1)
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Customer Dispute
December 2010
Settled
Other Business Activities

Joseph owns rental properties in Highland Heights, OH, since 2000 and six rental properties throughout OH since 2015. He is also a sole proprietor/owner/partner of Vacqua, LLC, a retail/online store, since 2009, dedicating minimal time to administrative tasks after hours and a few hours per week during business hours.

Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Morgan Stanley
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
January 2009 - June 2009 · 5 mos
Morgan Stanley & CO. Incorporated
January 2009 - June 2009 · 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2004 - January 2009 · 4 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 1994 - January 2009 · 14 yrs 3 mos
Smith Barney INC.Broker
August 1994 - November 1994 · 3 mos
Kidder, Peabody & CO. IncorporatedBroker
December 1993 - July 1994 · 7 mos
State Registrations31 states
AZCACOCTDCFLGAHIIAILINMAMDMIMNMOMTNCNHNJNMNVNYOHPASCTNTXVAWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.