Joseph Olexa is a registered investment advisor at Morgan Stanley, based in Indianapolis, IN, with 25 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
800 East 96th Street, Suite 400, Indianapolis, IN, 46240
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Regulatory History (1)
Customer Dispute
October 2017Other Business Activities
Joseph is on the Finance Committee for Holy Spirit at Geist Catholic Church, offering investment decisions and advice. This requires minimal time commitment.
Employment History
Current Registrations
Morgan StanleyBroker
Morgan Stanley
Previous Registrations
J.p.morgan Securities INC.
J.P. Morgan Securities INC.Broker
J. P. Morgan Securities INC.
J.P. Morgan Securities INC.Broker
Jpmorgan Securities INC
Banc One Securities CorporationBroker
State Registrations34 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
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