Joseph Stewart is a registered investment advisor at Morgan Stanley, based in New York, NY, 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
Loading...
Location
55 East 52nd Street, 12th Floor, New York, NY, 10055
Get directionsHistory
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 Stanley
April 2015 - Present · 11 yrs 1 mo
Morgan StanleyBroker
March 2015 - Present · 11 yrs 2 mos
Previous Registrations
Goldman, Sachs & CO.Broker
April 2013 - October 2014 · 1 yr 6 mos
Citigroup Global Markets INC.Broker
August 2011 - April 2013 · 1 yr 8 mos
Keybanc Capital Markets INC.Broker
January 2008 - July 2011 · 3 yrs 6 mos
State Registrations30 states
ALAZCACOCTDCDEFLGAIAILMAMDMEMONCNHNJNVNYOHOKORPASCTXVAVTWAWI
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.