Joseph
Fortuna

Morgan Stanley

CRD#5272758
Investment Advisor
in Hartford, CT

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About this Advisor

Joseph Fortuna is a financial advisor operating in Hartford, Connecticut, who has 13 years of relevant experience. Fortuna is an employee of Morgan Stanley. Their career trajectory has included roles at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Fortuna has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can operate in Connecticut and Texas. Morgan Stanley is a registered investment company that has its headquarters in Purchase, NY. It has offices in 930 locations and a total of 28,000 advisors. It administers $1 trillion in assets across its 2,233,188 customer accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm provides financial advice to 30,383 charities and foundations. Of its 2,233,188 accounts, just 1% are held by high-net-worth individuals who have at least $1 million in assets available to invest. Morgan Stanley offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Financial management fee schedules typically vary depending on which services the firm provides the client. However, fee types billed by Morgan Stanley may include asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years Registered*

13 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees, Commissions, Others

Office Location

225 Asylum Street
Hartford, CT 06103

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Morgan Stanley Brokerage Details

Total Assets Under Management

$1,185,061,196,999

CT Average: $7,464,549,021
Total Number of Employees

28,000

CT Average: 88
Total Number of Accounts

2,233,188

CT Average: 3,892
Average Account Size

$530,659

CT Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Joseph Fortuna Work History

Joseph has been registered as a financial advisor for 13 years.*

2015 - Present (9 years)

Morgan Stanley Private Bank, N.A

2010 - Present (14 years)

Morgan Stanley Smith Barney LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Joseph Fortuna to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Morgan Stanley

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New York, NY
Beth Prospero
Jersey City, NJ
Russell Huebschle
Oakland, CA
Seth Hart
New York, NY
Charles Doering
Walnut Creek, CA
Janelle Williams
Billings, MT
Calvin Mason
Pueblo, CO
Melissa Moyer
Blue Bell, PA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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