Joseph Reap is a registered investment advisor at Morgan Stanley, based in Sea Girt, 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
2150 Highway 35, Suite 200, Sea Girt, NJ, 08750
Get directionsHistory
Regulatory History (2)
Customer Dispute
July 2008Customer Dispute
October 2001Other 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
Morgan StanleyBroker
Previous Registrations
Citigroup Global Markets INC.Broker
State Registrations53 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
- Thomas TonkovichMorgan Stanley
- Jacquelyne WhiteMorgan Stanley
- Matthew WojcikMorgan Stanley
- Gerald FerranteMorgan Stanley
- Frank GarruzzoMorgan Stanley
- John VolpeMorgan Stanley