JS
JS

Joshua Spitzer

15 Years of Experience
Philadelphia, PA
Broker

Joshua Spitzer is a registered investment advisor at Morgan Stanley, based in Philadelphia, PA, with 15 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

1650 Market Street 42nd Floor, Philadelphia, PA, 19103

Get directions

History

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 →
Other Business Activities

Joshua is the sole proprietor/owner of Grande Capital RE LLC, a real estate property management company, since June 2022. He dedicates minimal time to this activity outside of business hours.

Employment History
Current Registrations
Morgan Stanley
October 2010 - Present · 15 yrs 9 mos
Morgan StanleyBroker
August 2010 - Present · 15 yrs 11 mos
State Registrations32 states
AZCACOCTDCDEFLGAHIILINLAMAMDMEMIMNMOMTNCNHNJNMNYOHPASDTXVAVirgin IslandsWAWI
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.