Joseph
Stein
Morgan Stanley
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About this Advisor
Joseph Stein is a financial advisor based in New York, New York, working with Morgan Stanley. Joseph has previously held positions at Neuberger Berman, LLC, Morgan Stanley, and Morgan Stanley Private Bank, National Association. Joseph has passed the Series 63 regulatory exam and is registered to provide services in New Jersey, New York, and Texas. Currently, Joseph is part of Morgan Stanley, which operates out of New York, New York. The firm has 930 offices and 29,300 employees. The firm manages assets totaling $1.4 trillion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Morgan Stanley includes asset-based, fixed, commission-based, performance-based, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Morgan Stanley Brokerage Details
$1,402,425,838,334
29,300
2,405,783
$582,939
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 Stein Work History
Morgan Stanley Private Bank, National Association
Morgan Stanley
Neuberger Berman, LLC
Disclosures
Please visit the SEC profile of Joseph Stein 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
Kansas City, MO
New York, NY
San Diego, CA
Boston, MA
Wellesley Hills, MA
Kingsport, TN
Woodland Hills, CA
Oneonta, NY
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