Joseph Priore
Investment adviser representative at Morgan Stanley
11 yearsExperience
3 statesRegistered in
$2TFirm assets
17 yearsFirm in business
Are you Joseph Priore? Claim your profile
Contact this firm
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
11 years in the industry.
- Morgan StanleyFeb 2026 to now
- Northwestern Mutual Investment Services LLCAug 2025 to Jan 2026
- Hugo AlvesJul 2025 to Jan 2026
- Guardian Life Insurnace CompanyApr 2025 to Jul 2025
- Park Avenue SecuritiesApr 2025 to Jul 2025
- Associated Benefit ConsultantsMar 2025 to Apr 2025
- Brad SmithMar 2024 to Feb 2025
- Matthew WunderMar 2024 to Feb 2025
- Northwestern Mutual Investment Services LLCApr 2022 to Feb 2025
- Benjamin FeldmanMar 2022 to Feb 2025
- Guardian Life InsuranceMar 2021 to Feb 2022
- Associated Benefit ConsultantsJan 2021 to Feb 2022
- Park Avenue SecuritiesJan 2021 to Feb 2022
- Ameriprise FinancialOct 2020 to Dec 2020
- Manhattan CollegeOct 2019 to Oct 2020
- Ameriprise FinancialMay 2015 to Oct 2019
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 3 states (CT, 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
- 6497104
- Firm CRD
- 149777