JF
JF
Joseph Furlong is a registered investment advisor at Morgan Stanley, based in Fairfield, CT, with 28 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
1229 Post Road, Fairfield, CT, 06824
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Regulatory History (2)
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Customer Dispute
May 2022Settled
Criminal
June 1991Final Disposition
Employment History
Current Registrations
Morgan StanleyBroker
December 2022 - Present · 3 yrs 5 mos
Morgan Stanley
December 2022 - Present · 3 yrs 5 mos
Previous Registrations
UBS Financial Services INC.
October 2021 - December 2022 · 1 yr 2 mos
UBS Financial Services INC.Broker
October 1997 - December 2022 · 25 yrs 2 mos
State Registrations38 states
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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.