Joe W Cleary
Investment adviser representative at Morgan Stanley
19 yearsExperience
2 statesRegistered in
$2TFirm assets
17 yearsFirm in business
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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.AMar 2026 to now
- Morgan StanleyDec 2025 to now
- Mariner Wealth AdvisorsMar 2024 to Dec 2025
- Texas Capital BankAug 2023 to Mar 2024
- Texas Capital Bank Private Wealth AdvisorsAug 2023 to Mar 2024
- Bok FinancialJun 2022 to Aug 2022
- TruistJun 2021 to Aug 2021
- Spectrum Financial GroupApr 2021 to May 2021
- Arvest BankJul 2020 to Mar 2021
- Harrison Henderson PllcJan 2019 to Apr 2019
- Southern Hills Country ClubMay 2017 to May 2023
- Union High SchoolAug 2007 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 2 states (OK, 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
- 7366532
- Firm CRD
- 149777