JF
JF

Joseph Fink

10 Years of Experience
Baltimore, MD
Broker

Joseph Fink is a registered investment advisor at Morgan Stanley, based in Baltimore, MD, with 10 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

1201 Wills Street, Suite 700, Baltimore, MD, 21231

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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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Other Business Activities

Joseph is a board member for the Alumni Association of Goucher College and Park School of Baltimore Alumni Association, dedicating minimal time outside business hours. He is also a co-trustee for the Fink Family Estate and a trustee for another trust.

Employment History
Current Registrations
Morgan Stanley
September 2022 - Present · 4 yrs
Morgan StanleyBroker
August 2022 - Present · 4 yrs 1 mo
Previous Registrations
Lincoln Financial Distributors, INC.Broker
June 2015 - June 2022 · 7 yrs
State Registrations25 states
AZCACODCDEFLGAILKYLAMAMDMENCNJNMNYOHPASCTNTXVAWAWY
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.
Joseph Fink - Financial Advisor | TrueAdvisor