Joelle Cooke is a registered investment advisor at Morgan Stanley, based in Cleveland, OH, with 7 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
200 Public Square, Suite 2600, Cleveland, OH, 44114
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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.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
October 2025 - Present · 11 mos
Morgan StanleyBroker
October 2025 - Present · 11 mos
Previous Registrations
Key Investment Services LLC
July 2025 - September 2025 · 2 mos
Key Investment Services LLCBroker
November 2022 - September 2025 · 2 yrs 10 mos
Key Investment Services LLCBroker
February 2020 - December 2020 · 10 mos
Key Investment Services LLCBroker
June 2017 - December 2019 · 2 yrs 6 mos
Citizens Securities, INC.Broker
October 2016 - June 2017 · 8 mos
State Registrations51 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.