Joseph Karas is a registered investment advisor at Morgan Stanley, based in Jupiter, FL, with 26 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
Jupiter, FL
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Regulatory History (1)
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Customer Dispute
August 2007Denied
Other Business Activities
Joseph serves as power of attorney since 2016 in Madison, CT. This investment-related activity requires minimal time both during and after business hours.
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
September 2002 - June 2009 · 6 yrs 9 mos
Morgan Stanley & CO. IncorporatedBroker
March 2001 - June 2009 · 8 yrs 3 mos
Goldman, Sachs & CO.Broker
December 1999 - February 2001 · 1 yr 2 mos
State Registrations37 states
AZCACOCTDCDEFLGAHIILINKSMAMDMEMIMNMTNCNHNJNVNYOHOKORPAPRRISCTNTXUTVAVTWIWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.