Joan Getsinger is a registered investment advisor at Morgan Stanley, based in San Francisco, CA, with 46 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
555 California Street, 35th Floor, San Francisco, CA, 94104
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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.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
August 2007 - June 2009 · 1 yr 10 mos
Citigroup Global Markets INC.Broker
August 2007 - June 2009 · 1 yr 10 mos
Credit Suisse Securities (USA) LLCBroker
January 2003 - September 2007 · 4 yrs 8 mos
Credit Suisse Securities (USA) LLC
January 2003 - September 2007 · 4 yrs 8 mos
Donaldson Lufkin & Jenrette Securities Corporation
July 1997 - January 2003 · 5 yrs 6 mos
Donaldson, Lufkin & Jenrette Securities CorporationBroker
January 1986 - January 2003 · 17 yrs
Davis, Skaggs & CO., INC.Broker
May 1982 - October 1983 · 1 yr 5 mos
Shearson Lehman Brothers INC.Broker
April 1982 - January 1986 · 3 yrs 9 mos
A. G. Becker IncorporatedBroker
April 1980 - May 1982 · 2 yrs 1 mo
Paine, Webber, Jackson & Curtis INC.Broker
January 1980 - April 1980 · 3 mos
Blyth Eastman Dillon & CO. IncorporatedBroker
June 1979 - January 1980 · 7 mos
State Registrations35 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.