JD
JD

Joseph Dosch

2 Years of Experience
Bismarck, ND
Broker

Joseph Dosch is a registered investment advisor at Morgan Stanley, based in Bismarck, ND, 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

4207 Boulder Ridge Road, Bismarck, ND, 58503

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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

Joseph is a board member of Dosch Hospitality Inc. since 2015, spending minimal time on this activity involving check signing, board meetings, and bank account authorization.

Employment History
Current Registrations
Morgan Stanley
November 2023 - Present · 2 yrs 8 mos
Morgan StanleyBroker
September 2023 - Present · 2 yrs 10 mos
State Registrations10 states
AZCAMNMTNDNVNYORSDWA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.