Joshua
Marcoux

Morgan Stanley

CRD#5164894
Investment Advisor
in Austin, TX

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About this Advisor

Joshua Marcoux is a financial advisor based in Austin, Texas, working with Morgan Stanley. Joshua has previously held positions at Morgan Stanley Smith Barney, Fourth Field Farms LLC, Durbin Bennett Pwm, Group 42, Inc, Jpmorgan Chase & Co, University Of Texas At Austin, and Morgan Stanley Private Bank, N.A. Joshua has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Joshua is part of Morgan Stanley, which operates out of Austin, Texas. 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

Series 66

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, Performance-based Fees, Others

Office Location

8701 Bee Caves Road Suite 300
Austin, TX 78746

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Morgan Stanley Brokerage Details

Total Assets Under Management

$1,402,425,838,334

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

29,300

TX Average: 88
Total Number of Accounts

2,405,783

TX Average: 3,892
Average Account Size

$582,939

TX Average: $1,917,921

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

Joshua Marcoux Work History

2021 - Present (3 years)

Morgan Stanley Private Bank, N.A

2019 - Present (5 years)

Morgan Stanley Smith Barney

2018 - 2019 (1 year)

Jpmorgan Chase & Co

2017 - 2018 (1 year)

Fourth Field Farms LLC

2015 - 2017 (2 years)

Group 42, Inc

2014 - 2014 (< 1 year)

Durbin Bennett Pwm

2014 - 2015 (1 year)

University Of Texas At Austin

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Disclosures

Please visit the SEC profile of Joshua Marcoux 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

Taylor Kangethe
Kansas City, MO
Charlotte Ahdoot
New York, NY
Emilia Rivera
San Diego, CA
Rebecca Bessette
Boston, MA
Felix Del Vecchio
Wellesley Hills, MA
Rachel Irwin
Kingsport, TN
Amanda Ragde
Woodland Hills, CA
Christopher Rollo
Oneonta, 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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