Joseph Minaudo is a registered investment advisor at Morgan Stanley, based in New York, NY, with 24 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
55 East 52nd Street, 10th Floor, New York, NY, 10055
Get directionsHistory
Regulatory History (3)
Customer Dispute
August 2012Customer Dispute
December 2008Customer Dispute
June 2007Other Business Activities
Joseph owns and manages multiple rental properties, some through LLCs, dating back to 2016. He dedicates minimal time to these activities.
Employment History
Current Registrations
Morgan StanleyBroker
Morgan Stanley
Previous Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.Broker
Chase Investment Services CORP.
Gunnallen Financial, INC
Gunnallen Financial, INCBroker
Sands Brothers & CO., LTD.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
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