JF
JF

Josephine Ferriola

2 Years of Experience
Madison, CT
Broker

Josephine Ferriola is a registered investment advisor at Morgan Stanley, based in Madison, CT, with 2 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

741 Boston Post Road, Madison, CT, 06443

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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

Josephine acts as a trustee for two family trust accounts and executrix for a family estate. These activities involve distributing funds and collecting assets, requiring minimal time commitment.

Employment History
Current Registrations
Morgan Stanley
October 2023 - Present · 2 yrs 7 mos
Morgan StanleyBroker
October 2023 - Present · 2 yrs 7 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2023 - August 2023 · 4 mos
State Registrations46 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Josephine Ferriola - Financial Advisor | TrueAdvisor