JK
JK

Joel Konigsberg

32 Years of Experience
New York, NY
Broker

Joel Konigsberg is a registered investment advisor at Morgan Stanley, based in New York, NY, 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

55 East 52nd Street, 7th Floor, New York, NY, 10055

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Joel is a managing member of STB Associates LLC and STB II Associates LLC, and a sole proprietor/owner of STB III Associates LLC, all real estate related. He also serves on the University of Arizona SALT Center Advisory Board and as an arbitrator for FINRA, dedicating minimal time to each of these roles.

Employment History
Current Registrations
Morgan Stanley
May 2020 - Present · 6 yrs
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.Broker
January 1994 - June 2009 · 15 yrs 5 mos
State Registrations42 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.