Joseph
Levy

Morgan Stanley

CRD#6613118
Investment Advisor
in Boston, MA
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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

Series 66

Years of Experience

17 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

Disclosures

No

Office Location

High Street Tower 125 High Street
Boston, MA 02110

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Morgan Stanley Brokerage Details

Total Assets Under Management

$735,294,335,666

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

26,000

MA Average: 88
Total Number of Accounts

1,724,668

MA Average: 3,892
Average Account Size

$426,340

MA Average: $1,917,921

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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
  • Other

Joseph Levy Work History

Joseph has 17 years of experience.

2018 - Present (1 years)

Morgan Stanley

2017 - 2018 (1 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2016 - 2016 (0 years)

Northwestern Mutual

2016 - 2017 (1 years)

Bryant University

2013 - 2017 (4 years)

Burke Distributing

2013 - 2017 (4 years)

Bryant University

2001 - 2013 (12 years)

Bridgewater Public School

Disclosures

Joseph Levy has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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