Joseph
Cardwell

Morgan Stanley

CRD#2145646
Investment Advisor
in Madison, GA

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About this Advisor

Joseph Cardwell is a financial advisor based out of Madison, Georgia with 14 years of industry experience. Cardwell is currently employed by Morgan Stanley. During their career, the advisor has held roles at Morgan Stanley and Morgan Stanley Private Bank, National Association. Cardwell has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to serve investors in Georgia and Texas. Morgan Stanley is a company operating out of Purchase, NY. The company has offices in 930 locations and a total of 28,000 advisors. It has $1 trillion in assets under management across its 2,233,188 client accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm serves 30,383 charitable organizations. Of its 2,233,188 client accounts, just 1% are held by high-net-worth individuals who have more than $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. Financial management fees largely depend on the type of financial services provided. Fee types billed by Morgan Stanley most likely include asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

14 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

124 West Jefferson Street
Madison, GA 30650

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Morgan Stanley Brokerage Details

Total Assets Under Management

$1,185,061,196,999

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

28,000

GA Average: 88
Total Number of Accounts

2,233,188

GA Average: 3,892
Average Account Size

$530,659

GA 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 Cardwell Work History

Joseph has been registered as a financial advisor for 14 years.*

2015 - Present (9 years)

Morgan Stanley Private Bank, National Association

2009 - Present (15 years)

Morgan Stanley

*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 Cardwell 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

Seth Hart
New York, NY
Daniel Evans
New York, NY
Russell Huebschle
Oakland, CA
Ellen Spitz
Garden City, NY
Charles Doering
Walnut Creek, CA
Allan House
Baltimore, MD
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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