Joseph Micheal Mcnamara

Current Employers

Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2022-08-08

TX RA
APPROVED_RES

Since 2022-08-08

Branch Locations

141 Longwater Drive Suite 102, Norwell, MA 02061 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Ubs Financial Services Inc.	Wellesley	MA	06/2012	08/2022
Morgan Stanley Smith Barney Llc	Norwell	MA	08/2022	Present
Morgan Stanley Private Bank, N.A	New York	NY	09/2022	Present

06/2012 → 08/2022

Ubs Financial Services Inc.

Wellesley, MA
08/2022 → Present

Morgan Stanley Smith Barney Llc

Norwell, MA
09/2022 → Present

Morgan Stanley Private Bank, N.A

New York, NY

Previous Registrations

2012-06-08 → 2022-08-16

Ubs Financial Services Inc.

Wellesley, MA
2009-06-01 → 2012-06-22

Morgan Stanley

Wellesley, MA
2007-04-02 → 2009-06-01

Morgan Stanley & Co. Llc

Wellesley, MA
2006-08-08 → 2007-04-02

Morgan Stanley Dw Inc.

Wellesley, MA

Wellesley, MA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1993-06-11
S63	Uniform Securities Agent State Law Examination	1992-11-06

S65 Uniform Investment Adviser Law Examination

1993-06-11
S63 Uniform Securities Agent State Law Examination

1992-11-06

Other Names

Joseph Michael Mcnamara

View on SEC IAPD

Current Employers

Morgan Stanley

Disclosures

Employment History

Previous Registrations

Exams

Other Names

Other Firms

Other Investors

Other Offices

Reviews