JH
JH
Joel Handorf is a registered investment advisor at Morgan Stanley, based in Cincinnati, OH, with 30 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
7755 Montgomery Road, 2nd Floor, Cincinnati, OH, 45236
Get directionsHistory
Regulatory History (1)
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Customer Dispute
April 2008Settled
Other Business Activities
Joel is the CEO of Handorf Properties LLC, formed in 2006 to hold potential rental property. He also serves on the Advisory Board for Found Village, dedicating minimal time outside of business hours to business development and growth.
Employment History
Current Registrations
Morgan Stanley
September 2009 - Present · 16 yrs 10 mos
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Citigroup Global Markets INC.
June 2009 - August 2009 · 2 mos
Citigroup Global Markets INC.Broker
May 2009 - August 2009 · 3 mos
UBS Financial Services INC.
January 1999 - June 2009 · 10 yrs 5 mos
UBS Financial Services INC.Broker
April 1995 - June 2009 · 14 yrs 2 mos
State Registrations37 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.