Joshua Alan Glazer

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2010 → 03/2017
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 04/2011 → 03/2017
  Bank Of America, N.A.
  New York, NY
• 03/2017 → Present
  Morgan Stanley
  New York, NY
• 06/2017 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 2010-11-08 → 2017-04-12
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  New York, NY
  New York, NY
• 2009-01-21 → 2010-07-29
  Barclays Capital Inc.
  New York, NY
• 2008-03-28 → 2008-10-15
  Lehman Brothers Inc.
  New York, NY
  New York, NY
  New York, NY

Other Businesses

1.University of Wisconsin Hillel; Investment related: No; Madison, WI; Hillel at the University of Wisconsin-Madison is home to over 5,000 Jewish students on campus and provides programs and activities for the campus community at large.; board of Directors(proprietor, partner, officer, director, employee, trustee, agent); Aug 2017; During business hours: 0; After business hours: 2; I have been asked to join the finance committee of this organization. The primary focus of the finance committee is to review the budget. Please let me know if there's additional information needed prior to approving.

Exams

• S66 Uniform Combined State Law Examination
  2008-03-27
• S63 Uniform Securities Agent State Law Examination
  2005-12-19

Other Names

• Josh Alan Glazer
• Joshua Alan Glazer
• Joshua A Glazer