Joseph Monty is a CFA-designated registered investment advisor at Morgan Stanley, based in Fort Worth, TX, with 14 years of industry experience. Joseph is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
3230 Camp Bowie boulevard, Suite 625, Fort Worth, TX, 76107
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Regulatory History
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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Joseph is a board member for First Tee - Fort Worth, a non-profit organization, since July 2023. He dedicates a few hours per week to this role and also serves on the Development and Finance Committees.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
State Registrations21 states
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
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