Joseph Reap is a registered investment advisor at Morgan Stanley, based in Sea Girt, NJ, with 27 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
2150 Highway 35, Suite 200, Sea Girt, NJ, 08750
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Regulatory History (2)
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Customer Dispute
July 2008Award / Judgment
Customer Dispute
October 2001Settled
Other Business Activities
Joseph is a managing partner at Cosmo Ventures LLC, a Florida investment property located in Miami Beach. He dedicates minimal time to this activity outside of business hours.
Employment History
Current Registrations
Morgan Stanley
May 2020 - Present · 6 yrs 4 mos
Morgan StanleyBroker
June 2009 - Present · 17 yrs 3 mos
Previous Registrations
Citigroup Global Markets INC.Broker
April 1998 - June 2009 · 11 yrs 2 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.