Joshua Widman is a registered investment advisor at Morgan Stanley, based in Jericho, NY, with 25 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
Two Jericho Plaza, Jericho, NY, 11753
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Regulatory History (1)
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Customer Dispute
August 2016Denied
Other Business Activities
Joshua is a trustee for the Widman Family Trust and Else Widman Trust, managing trust real estate. He spends minimal time on property management outside of business hours.
Employment History
Current Registrations
Morgan StanleyBroker
September 2022 - Present · 3 yrs 10 mos
Morgan Stanley
September 2022 - Present · 3 yrs 10 mos
Previous Registrations
Citigroup Global Markets INC.
March 2013 - September 2022 · 9 yrs 6 mos
Citigroup Global Markets INC.Broker
March 2013 - September 2022 · 9 yrs 6 mos
Hsbc Securities (USA) INC.
February 2008 - March 2013 · 5 yrs 1 mo
Hsbc Securities (USA) INC.Broker
February 2008 - March 2013 · 5 yrs 1 mo
Chase Investment Services CORP.
January 2008 - February 2008 · 1 mo
Chase Investment Services CORP.Broker
January 2008 - February 2008 · 1 mo
Pruco Securities, LLC.Broker
February 2001 - January 2008 · 6 yrs 11 mos
State Registrations48 states
AKALAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNENHNJNMNVNYOHORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWI
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.