Joshua Cantrell is a registered investment advisor at Morgan Stanley, based in Omaha, NE, with 8 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
13625 California Street, Suite 400, Omaha, NE, 68154
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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 StanleyBroker
February 2024 - Present · 2 yrs 3 mos
Morgan Stanley
February 2024 - Present · 2 yrs 3 mos
Previous Registrations
Charles Schwab & CO., INC.
January 2022 - February 2024 · 2 yrs 1 mo
Charles Schwab & CO., INC.Broker
January 2022 - February 2024 · 2 yrs 1 mo
TD Ameritrade, INC.
September 2021 - October 2022 · 1 yr 1 mo
TD Ameritrade Investment Management, LLC
September 2021 - September 2023 · 2 yrs
TD Ameritrade, INC.Broker
May 2017 - February 2024 · 6 yrs 9 mos
State Registrations45 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.