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About this Advisor
Joseph Levy is a financial advisor working out of Boston, Massachusetts, with 17 years of financial industry experience. Levy works at Morgan Stanley. During their career, the advisor has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Burke Distributing, Bryant University, Northwestern Mutual, Morgan Stanley and Bridgewater Public School. Levy has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can advise clients in Connecticut. Morgan Stanley is a business based in Boston, Massachusetts. The investment advisory business has offices in 702 locations and a total of 26,000 employees. It controls $735 billion in total assets between its 1,724,668 accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm provides financial advice to 283 charities and foundations. The firm performs a broad set 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 advisory fee schedules typically depend on which service is offered. Fee types charged by Morgan Stanley most likely include any combination of asset-based, fixed, commission-based and other fees.
Certifications and Registrations
Years of Experience
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Morgan Stanley Brokerage Details
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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
Joseph Levy Work History
Joseph has 17 years of experience.
Merrill Lynch, Pierce, Fenner & Smith Inc
Bridgewater Public School
Joseph Levy has no disclosures.
Please visit their SEC profile for more details.