JR
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Joshua Regnaud

8 Years of Experience
Charlotte, NC
Broker

Joshua Regnaud is a registered investment advisor at Morgan Stanley, based in Charlotte, NC, 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

6805 Carnegie Boulevard, Suite 400, Charlotte, NC, 28211

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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 an officer on the advisory board for the Regnaud Family Foundation and a partner in AJJR Family LLC, a real estate and investment firm. He dedicates minimal time to each activity.

Employment History
Current Registrations
Morgan Stanley
July 2018 - Present · 7 yrs 10 mos
Morgan StanleyBroker
July 2018 - Present · 7 yrs 10 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2017 - June 2018 · 10 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.