Joshua Berman is a registered investment advisor at Morgan Stanley, based in New York, NY, with 16 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Firm Size
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Assets Under Management
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Location
55 East 52nd Street, 7th Floor, New York, NY, 10055
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Regulatory History (1)
Customer Dispute
August 2013Other Business Activities
Joshua is an investor/part owner in Jflo & Co, a restaurant, since October 2019. He is also a sole proprietor/owner of FPFL Holdings LLC (real estate) and a partner in NYC Hospitality Group LLC (restaurant/bar/nightclub), both since mid-2024, dedicating minimal time to business development/growth for the latter.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Signator Investors, INC.Broker
Wells Fargo Advisors, LLCBroker
State Registrations53 states
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