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Joshua Rosenstern

13 Years of Experience
Baton Rouge, LA
Broker

Joshua Rosenstern is a registered investment advisor at Morgan Stanley, based in Baton Rouge, LA, with 13 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

400 Convention Street, Suite 400, Baton Rouge, LA, 70802

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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

Joshua is a board member for Manchac Place Homeowners Association, Inc., a non-profit, spending minimal time outside business hours. He is also a partner in Nouvieux LLC, a furniture rental business, dedicating about 10-20% of his time outside business hours.

Employment History
Current Registrations
Morgan Stanley
April 2013 - Present · 13 yrs 1 mo
Morgan StanleyBroker
February 2013 - Present · 13 yrs 3 mos
State Registrations37 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.