Joseph Mahoney is a registered investment advisor at Morgan Stanley, based in Fort Lauderdale, FL, with 24 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
350 East Las Olas Boulevard, Suite 1500, Fort Lauderdale, FL, 33301
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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 2025 - Present · 8 mos
Morgan StanleyBroker
September 2025 - Present · 8 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2004 - September 2025 · 21 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2004 - September 2025 · 21 yrs 5 mos
Banc of America Investment Services, INC.
May 2001 - April 2004 · 2 yrs 11 mos
Banc of America Investment Services, INC.Broker
May 2001 - April 2004 · 2 yrs 11 mos
State Registrations5 states
FLNYOHTXWV
AdvisorBrokerBoth
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
No exam information available for this advisor.