Joseph Mchugh is a registered investment advisor at Morgan Stanley, based in Short Hills, NJ, with 28 years of industry experience. Joseph is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
150 JFK Parkway, 2nd Floor, Short Hills, NJ, 07078
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2007Employment History
Current Registrations
Morgan StanleyBroker
Morgan Stanley
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Morgan Stanley Smith BarneyBroker
Morgan Stanley Smith Barney LLC
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley Dw INC.Broker
Morgan Stanley
Salomon Smith Barney INC.
Salomon Smith Barney INC.Broker
State Registrations16 states
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
More Advisors
- Renee WainbergMorgan Stanley
- Paul Hansen, CFP, ChFCMorgan Stanley
- Mario DigesaroMorgan Stanley
- Ronald BohrerMorgan Stanley
- Jeffrey SmulevitzMorgan Stanley
- Evan KatzMorgan Stanley