Joseph G Degregoris
Investment adviser representative at Morgan Stanley
12 yearsExperience
1 stateRegistered 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
12 years in the industry.
- Morgan StanleyMar 2025 to now
- UnemployedMar 2024 to Mar 2025
- The Vanguard Group, Inc.Jun 2021 to Mar 2024
- UnemployedApr 2020 to May 2021
- National Debt ReliefNov 2018 to Mar 2020
- NextjumpOct 2018 to Nov 2018
- UnemployedMay 2018 to Oct 2018
- The Benjamin CompaniesJul 2017 to Aug 2017
- American College of GreeceJan 2017 to May 2017
- Loyola College of MarylandAug 2014 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 7404773
- Firm CRD
- 149777