JF
JF

Joel Fink

20 Years of Experience
Lutherville, MD
Broker

Joel Fink is a registered investment advisor at Morgan Stanley, based in Lutherville, MD, with 20 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

2330 West Joppa Road, Suite 255, Lutherville, MD, 21093

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Joel is a board member of The Associated Jewish Federation of Baltimore since 2009, spending minimal time. He is also the President of the board for Jewish Community Services of Baltimore, Inc., providing general oversight and advisory, also spending minimal time.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
July 2006 - June 2009 · 2 yrs 11 mos
Citigroup Global Markets INC.Broker
October 2005 - June 2009 · 3 yrs 8 mos
State Registrations41 states
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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.