Joseph
Marich

Morgan Stanley Investment Management Inc

CRD#4714581
Investment Advisor
in New York, NY

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About this Advisor

Joseph Marich is a financial advisor based in New York, New York, working with Morgan Stanley Investment Management Inc. Joseph has previously held positions at Oppenheimerfunds Distributor, Inc, Alps Fund Services, Inc, Morgan Stanley Distribution, Inc, Morgan Stanley Investment Management Inc, and Eaton Vance Distributors, Inc. Joseph has passed the Series 66 regulatory exam and is registered to provide services in Connecticut. Currently, Joseph is part of Morgan Stanley Investment Management Inc, which operates out of New York, New York. The firm has 8 offices and 492 employees. The firm manages assets totaling $535.0 billion and serves a variety of clients, including charitable organizations. The services offered by the firm include 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. The fee structure at Morgan Stanley Investment Management Inc includes asset-based, fixed, and performance-based fees.

Certifications and Registrations

Series 66

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

1585 Broadway
New York, NY 10036

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Morgan Stanley Investment Management Inc Brokerage Details

Total Assets Under Management

$535,031,832,553

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

492

NY Average: 88
Total Number of Accounts

25,406

NY Average: 3,892
Average Account Size

$21,059,271

NY Average: $1,917,921

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

2022 - Present (2 years)

Eaton Vance Distributors, Inc

2022 - Present (2 years)

Eaton Vance Distributors, Inc

2020 - Present (4 years)

Morgan Stanley Investment Management Inc

2020 - 2022 (2 years)

Morgan Stanley Distribution, Inc

2019 - 2020 (1 year)

Alps Fund Services, Inc

2005 - 2019 (14 years)

Oppenheimerfunds Distributor, Inc

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

Leslie Delany
Chicago, IL
Alexander Heitman
New York, NY
Shawn Holloway
New York, NY
Sarah Rainey
Conshohocken, PA
Michael Moran
New York, NY
Kento Kaijima
New York, NY
Matthew Funk
New York, NY
Thomas O'Brien
New York, NY

The content in this profile was updated by SmartAsset on 6/19/2024. 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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