Joshua A Levy
Investment adviser representative at Morgan Stanley
10 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
10 years in the industry.
- Morgan StanleyFeb 2025 to now
- UnemployedNov 2024 to Feb 2025
- UberOct 2024 to Nov 2024
- UnemployedMay 2024 to Oct 2024
- Binghamton UniversityAug 2023 to May 2024
- Morgan StanleyJun 2023 to Aug 2023
- K9 BookkeepingMay 2023 to Aug 2023
- Binghamton UniversityAug 2022 to May 2023
- AflacMay 2022 to Aug 2022
- Binghamton UniversityJan 2022 to May 2022
- Nassau Community CollegeDec 2021 to Jan 2022
- Broome County Community CollegeAug 2021 to Dec 2021
- Lakeview Mortgage BankersApr 2021 to Aug 2021
- University of FloridaJan 2021 to Apr 2021
- La PiazzaSep 2020 to Dec 2020
- UnemployedJun 2020 to Sep 2020
- John F. Kennedy High SchoolAug 2019 to Jun 2020
- Camp WestmontJun 2019 to Aug 2019
- John F. Kennedy High SchoolAug 2018 to Jun 2019
- Camp WestmontJun 2018 to Aug 2018
- Long Island Sports ComplexOct 2017 to Apr 2018
- John F. Kennedy High SchoolAug 2017 to Jun 2018
- John F. Kennedy High SchoolAug 2016 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State 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
- 7748333
- Firm CRD
- 149777