Joy Boatwright
Joy Boatwright is a registered investment advisor at Morgan Stanley, based in San Francisco, CA, with 23 years of industry experience. Joy 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
555 California Street, 35th Floor, San Francisco, CA, 94104
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Regulatory History (2)
Customer Dispute
October 2014Customer Dispute
October 2004Other Business Activities
Joy is a general partner in JYCY, LLC, formed in 2013 to invest in a workout studio, dedicating minimal time annually. She is also a participant in Namu Noodles LLC through JYCY, LLC, and owns real estate investment property, spending minimal time on these activities.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations48 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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