Joseph M Mcgraw
Investment adviser representative at Morgan Stanley
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$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
10 years in the industry.
- Morgan StanleyFeb 2025 to now
- Sgl Financial, LLCOct 2024 to Jan 2025
- Covenent Trust CompanyJan 2024 to Oct 2024
- Charles Schwab and Co., Inc.Dec 2022 to Dec 2023
- TD Ameritrade Investment Management, LLCFeb 2018 to Dec 2022
- TD Ameritrade, Inc.Feb 2018 to Dec 2022
- Scottrade, Inc.Oct 2016 to Sep 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law1999
- Series 63 · Uniform Securities Agent State Law2016
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 2660766
- Firm CRD
- 149777