Joseph
Marich
Morgan Stanley Investment Management Inc
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About this Advisor
Joseph Marich is a financial advisor working out of New York, New York who has 3 years of relevant experience. Marich is currently employed by Morgan Stanley Investment Management Inc. Marich has gained experience at Oppenheimerfunds Distributor, Inc, Alps Fund Services, Inc, Morgan Stanley Distribution, Inc, Morgan Stanley Investment Management Inc and Eaton Vance Distributors, Inc. Marich maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to work in Connecticut. Morgan Stanley Investment Management Inc is a registered investment company operating out of New York, NY. The company has offices in eight locations and a total of 551 financial advisors. It administers $491 billion in total assets between its 26,817 accounts, placing it among the biggest firms in the United States by assets under management. The firm advises 11 charities and foundations. Morgan Stanley Investment Management Inc offers a wide assortment of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees charged by financial advisors usually are based on which service is offered. Fee types charged by Morgan Stanley Investment Management Inc most likely consist of any combination of asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Morgan Stanley Investment Management Inc Brokerage Details
$490,556,404,670
551
26,817
$18,292,740
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Joseph Marich Work History
Joseph has been registered as a financial advisor for 3 years.*
Eaton Vance Distributors, Inc
Morgan Stanley Investment Management Inc
Morgan Stanley Distribution, Inc
Alps Fund Services, Inc
Oppenheimerfunds Distributor, Inc
*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 Marich 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 Investment Management Inc
New York, NY
Chicago, IL
New York, NY
Conshohocken, PA
New York, NY
New York, NY
Conshohocken, PA
Boston, MA
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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