Joseph
Penhallow

Morgan Stanley

CRD#7602608
Investment Advisor
in Tampa, FL

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About this Advisor

Joseph Penhallow is a financial advisor operating out of Tampa, Florida with a total of 1 year of relevant experience. Penhallow is currently employed by Morgan Stanley. Over the course of their career, they have held roles at Morgan Stanley, Associate Staffing, Banknewport, H&R Block, Ba Services Inc, University Of Rhode Island, Charlestown Mini Super, Belmont Market, Chariho Regional High School and Chariho Regional Middle School. Penhallow has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Florida and Texas. Morgan Stanley is a firm operating out of Purchase, NY. The company has offices in 930 locations and a total of 28,000 employees. It manages $1 trillion in assets across its 2,233,188 client accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm serves 30,383 charitable organizations. Of its 2,233,188 accounts, just 1% are associated with high-net-worth individuals who have at least $1 million in assets. Morgan Stanley performs 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. Fees charged by financial advisors typically vary depending on the type of services offered. However, fees charged by Morgan Stanley can be comprised of asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

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

12653 Telecom Drive
Tampa, FL 33637

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Morgan Stanley Brokerage Details

Total Assets Under Management

$1,185,061,196,999

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

28,000

FL Average: 88
Total Number of Accounts

2,233,188

FL Average: 3,892
Average Account Size

$530,659

FL 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 Penhallow Work History

Joseph has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Morgan Stanley

2022 - 2022 (< 1 year)

Associate Staffing

2019 - 2022 (3 years)

Banknewport

2019 - 2019 (< 1 year)

H&R Block

2018 - 2018 (< 1 year)

Ba Services Inc

2018 - 2018 (< 1 year)

University Of Rhode Island

2017 - 2017 (< 1 year)

Charlestown Mini Super

2017 - 2021 (4 years)

University Of Rhode Island

2015 - 2017 (2 years)

Belmont Market

2014 - 2017 (3 years)

Chariho Regional High School

2011 - 2014 (3 years)

Chariho Regional Middle School

*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 Penhallow 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

Allan House
Baltimore, MD
Janelle Williams
Billings, MT
William Dilodovico
Fort Lauderdale, FL
Ellen Spitz
Garden City, NY
Charles Doering
Walnut Creek, CA
Daniel Evans
New York, NY
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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