Joel Mcdavid is a registered investment advisor at Morgan Stanley, based in Charleston, WV, with 24 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
500 Lee Street East Laidley Tower Suite 300, Charleston, WV, 25339
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
August 2017 - Present · 8 yrs 9 mos
Morgan StanleyBroker
August 2017 - Present · 8 yrs 9 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2007 - August 2017 · 9 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2007 - August 2017 · 9 yrs 10 mos
A. G. Edwards & Sons, INC.Broker
August 2005 - October 2007 · 2 yrs 2 mos
Morgan Stanley
January 2002 - August 2005 · 3 yrs 7 mos
Morgan Stanley Dw INC.Broker
October 2001 - August 2005 · 3 yrs 10 mos
State Registrations39 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.