Joseph Francis Greenwald

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

• 09/2015 → Present
  Morgan Stanley
  Williamsville, NY
• 12/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Other Businesses

*579941 - Park Country Club Finance Committee; Investment Related - No; Williamsville, New York; Private Club; Finance Committee (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 02/2024; During Business Hours: 0; After Business Hours: 1; Administrative *614619- Rental Property; Investment related: Yes; Williamsville, New York; Rental Property; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 11/2024; During business hours: 0; After business hours: 2; Property Management

Exams

• S66 Uniform Combined State Law Examination
  2015-11-24