Joshua Coveleski is a registered investment advisor at Morgan Stanley, based in Rehoboth Beach, DE, 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
55 Cascade Lane, Rehoboth Beach, DE, 19971
Get directionsHistory
Regulatory History
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 →Other Business Activities
Joshua is involved in several recreational and professional activities, including serving on the board of Coverdown Network, working as a contractor for All State Sports Camp and Delaware Lacrosse Officials Association, and acting as secretary for the Southern Delaware Estate Planning Council. These activities require minimal time commitment outside of business hours.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
State Registrations50 states
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.