Joseph Priore

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

• 05/2015 → 10/2019
  Ameriprise Financial
  Briarcliff Manor, NY
• 10/2020 → 12/2020
  Ameriprise Financial
  Valhalla, NY
• 10/2019 → 10/2020
  Manhattan College
  Riverdale, NY
• 03/2021 → 02/2022
  Guardian Life Insurance
  Rye Brook, NY
• 01/2021 → 02/2022
  Park Avenue Securities
  Rye Brook, NY
• 01/2021 → 02/2022
  Associated Benefit Consultants
  Rye Brook, NY
• 03/2022 → 02/2025
  Benjamin Feldman
  Norwalk, CT
• 04/2022 → 02/2025
  Northwestern Mutual Investment Services Llc
  Norwalk, CT
• 03/2024 → 02/2025
  Brad Smith
  New York, NY
• 03/2024 → 02/2025
  Matthew Wunder
  New York, NY
• 03/2025 → 04/2025
  Associated Benefit Consultants
  Rye Brook, NY
• 04/2025 → 07/2025
  Guardian Life Insurnace Company
  Rye Brook, NY
• 04/2025 → 07/2025
  Park Avenue Securities
  Rye Brook, NY
• 08/2025 → 01/2026
  Northwestern Mutual Investment Services Llc
  Stamford, CT
• 07/2025 → 01/2026
  Hugo Alves
  Stamford, CT
• 02/2026 → Present
  Morgan Stanley
  Purchase, NY

Previous Registrations

• 2025-08-20 → 2026-01-23
  Northwestern Mutual Investment Services, Llc
  Stamford, CT
• 2025-04-14 → 2025-06-26
  Park Avenue Securities Llc
  Rye Brook, NY
• 2022-04-11 → 2025-02-28
  Northwestern Mutual Investment Services, Llc
  Norwalk, CT
• 2021-04-30 → 2022-03-11
  Park Avenue Securities Llc
  Rye Brook, NY

Exams

• S66 Uniform Combined State Law Examination
  2021-04-13

Other Names

• Joseph Michael Priore