JC
JC
Joseph Cartier is a registered investment advisor at Morgan Stanley, based in Manchester, NH, 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
1155 Elm Street, 6th Floor, Manchester, NH, 03101
Get directionsHistory
Regulatory History (1)
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Customer Dispute
March 2012Denied
Other Business Activities
Joseph works as a ski instructor at Wachusett Mountain Ski Area since 2015. This activity requires minimal time outside of business hours.
Employment History
Current Registrations
Morgan StanleyBroker
October 2023 - Present · 2 yrs 7 mos
Morgan Stanley
October 2023 - Present · 2 yrs 7 mos
Previous Registrations
Morgan Stanley
December 2010 - June 2023 · 12 yrs 6 mos
Morgan StanleyBroker
December 2010 - June 2023 · 12 yrs 6 mos
Wells Fargo Advisors, LLC
January 2008 - December 2010 · 2 yrs 11 mos
Wells Fargo Advisors, LLCBroker
January 2008 - December 2010 · 2 yrs 11 mos
A. G. Edwards & Sons, INC.
September 2005 - January 2008 · 2 yrs 4 mos
A. G. Edwards & Sons, INC.Broker
September 2005 - January 2008 · 2 yrs 4 mos
State Registrations1 state
NH
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.