JB
JB

Joseph Branagan

14 Years of Experience
New York, NY
Broker

Joseph Branagan is a registered investment advisor at Morgan Stanley, based in New York, NY, with 14 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

One Penn Plaza, 43rd Floor, New York, NY, 10119

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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.

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Employment History
Current Registrations
Morgan StanleyBroker
April 2013 - Present · 13 yrs 1 mo
Morgan Stanley
April 2013 - Present · 13 yrs 1 mo
Previous Registrations
UBS Financial Services INC.
March 2012 - March 2013 · 1 yr
UBS Financial Services INC.Broker
April 2011 - March 2013 · 1 yr 11 mos
State Registrations45 states
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AdvisorBrokerBoth

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