Joshua David Clark

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

• 09/2020 → 04/2024
  Wells Fargo Clearing Services, Llc
  Chapel Hill, NC
• 08/2016 → 06/2018
  Unc Charlotte
  Charlotte, NC
• 08/2018 → 06/2020
  North Carolina State University
  Raleigh, NC
• 04/2024 → Present
  Morgan Stanley Smith Barney Llc
  Raleigh, NC
• 06/2024 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY

Previous Registrations

• 2021-04-29 → 2024-05-01
  Wells Fargo Clearing Services, Llc
  Chapel Hill, NC
  Raleigh, NC

Other Businesses

*594253 - AirBnB; Investment Related - Yes; Raleigh, NC; Rental Property; Owner; Start 03/2023; During Business Hours: 0; After Business Hours: 5; Property Management.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-04-29
• S63 Uniform Securities Agent State Law Examination
  2021-03-24

Other Names

• Joshua Clark
• Josh Clark