Joseph Paganelli is a registered investment advisor at Morgan Stanley, based in Birmingham, AL, with 17 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
3500 Colonnade Parkway, Suite 200, Birmingham, AL, 35243
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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 StanleyBroker
May 2025 - Present · 1 yr 2 mos
Morgan Stanley
May 2025 - Present · 1 yr 2 mos
Previous Registrations
Morgan StanleyBroker
November 2018 - May 2024 · 5 yrs 6 mos
Morgan Stanley
November 2018 - May 2024 · 5 yrs 6 mos
Bbva Securities INC.Broker
May 2013 - November 2018 · 5 yrs 6 mos
Bbva Wealth Solutions INC.
April 2012 - November 2018 · 6 yrs 7 mos
Bbva Compass Investment Solutions, INCBroker
April 2012 - May 2013 · 1 yr 1 mo
Charles Schwab & CO., INC.
May 2010 - March 2012 · 1 yr 10 mos
Charles Schwab & CO., INC.Broker
May 2010 - March 2012 · 1 yr 10 mos
Morgan Stanley Smith Barney LLC
June 2009 - May 2010 · 11 mos
Morgan Stanley Smith BarneyBroker
June 2009 - May 2010 · 11 mos
Morgan Stanley & CO. Incorporated
March 2008 - June 2009 · 1 yr 3 mos
Morgan Stanley & CO. IncorporatedBroker
February 2008 - June 2009 · 1 yr 4 mos
Proequities, INC.Broker
April 2007 - August 2007 · 4 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.