JB
JB

Joy Boatwright

23 Years of Experience
San Francisco, CA
2 DisclosuresBroker

Joy Boatwright is a registered investment advisor at Morgan Stanley, based in San Francisco, CA, with 23 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

555 California Street, 35th Floor, San Francisco, CA, 94104

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 2014
Settled
Customer Dispute
October 2004
Settled
Other 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
April 2016 - Present · 10 yrs 1 mo
Morgan StanleyBroker
April 2016 - Present · 10 yrs 1 mo
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2002 - April 2016 · 13 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2002 - April 2016 · 13 yrs 6 mos
State Registrations48 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.