Joshua Hart is a registered investment advisor at Morgan Stanley, based in Oklahoma City, OK, with 22 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
6305 Waterford Boulevard, Suite 240, Oklahoma City, OK, 73118
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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
September 2015 - Present · 10 yrs 10 mos
Morgan StanleyBroker
September 2015 - Present · 10 yrs 10 mos
Previous Registrations
Bancwest Investment Services, INC. (bwis) and Bwis D/b/a Fhis
March 2015 - August 2015 · 5 mos
Bancwest Investment Services, INC.Broker
January 2015 - August 2015 · 7 mos
J.P. Morgan Securities LLCBroker
September 2009 - April 2014 · 4 yrs 7 mos
Bosc, INC.Broker
April 2009 - August 2009 · 4 mos
Banc of America Investment Services, INC.Broker
May 2008 - January 2009 · 8 mos
Banc of America Investment Services, INC.Broker
January 2006 - September 2007 · 1 yr 8 mos
Banc of America Investment Services, INC.Broker
March 2004 - August 2005 · 1 yr 5 mos
Chase Investment Services CORP.Broker
November 2001 - January 2004 · 2 yrs 2 mos
Metlife Securities INC.Broker
February 2001 - August 2001 · 6 mos
Metropolitan Life Insurance CompanyBroker
February 2001 - August 2001 · 6 mos
State Registrations32 states
AKALARAZCACOCTDCFLGAHIILKSKYLAMAMDMOMTNCNMNVNYOKORPASCTNTXVAWAWI
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.