Joseph Basile
Investment adviser representative at Morgan Stanley
19 yearsExperience
3 statesRegistered in
ChFC®Designation
$2TFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissionsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
19 years in the industry.
- Morgan Stanley Private Bank, N.AJul 2019 to now
- Morgan StanleyMay 2019 to now
- Bank of America, NASep 2009 to May 2019
- Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691Jun 2007 to May 2019
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1987
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 3 states (FL, NY, TX).
Morgan Stanley
Legal name: Morgan Stanley Smith Barney LLC
$2TAssets managed
2,703,720Clients
23,165Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1637190
- Firm CRD
- 149777