JF
JF
Joseph Ferrante is a registered investment advisor at Morgan Stanley, based in Boston, MA, with 47 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
28 State Street 26th Floor, Boston, MA, 02109
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Regulatory History (1)
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Customer Dispute
June 1991Award / Judgment
Employment History
Current Registrations
Morgan Stanley
March 2014 - Present · 12 yrs 2 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.Broker
July 1993 - June 2009 · 15 yrs 11 mos
Lehman Brothers INC.Broker
December 1980 - July 1993 · 12 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 1978 - January 1981 · 2 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith, INC.Broker
September 1978 - September 1978 · 0 mos
State Registrations26 states
AZCACOCTDEFLGAINMAMDMEMIMONCNHNJNYOHPARISCTXUTVAVTWA
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.