JM
JM

Joseph Marincik

15 Years of Experience
San Francisco, CA
Broker

Joseph Marincik is a registered investment advisor at Morgan Stanley, based in San Francisco, CA, 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
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Location

101 California Street, Region 2- Pacific Coast, San Francisco, CA, 94111

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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

Joseph has rental property in South Lake Tahoe held in a family trust. A property management company handles day-to-day operations, so Joseph spends minimal time on this activity.

Employment History
Current Registrations
Morgan Stanley
January 2012 - Present · 14 yrs 8 mos
Morgan Stanley
January 2012 - Present · 14 yrs 8 mos
Morgan StanleyBroker
January 2012 - Present · 14 yrs 8 mos
Previous Registrations
Chase Investment Services CORP.
June 2011 - December 2011 · 6 mos
Chase Investment Services CORP.Broker
June 2011 - December 2011 · 6 mos
Stifel, Nicolaus & Company, IncorporatedBroker
February 2010 - November 2010 · 9 mos
Stifel, Nicolaus & Company, Incorporated
January 2010 - November 2010 · 10 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Joseph Marincik - Financial Advisor | TrueAdvisor