Joseph W. Bevack

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

• 01/2009 → Present
  Morgan Stanley & Co. Incorporated
  Pepper Pike, OH
• 06/2009 → Present
  Morgan Stanley Smith Barney
  Pepper Pike, OH
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 2009-01-23 → 2009-06-01
  Morgan Stanley & Co. Llc
  Cleveland, OH
• 2004-02-05 → 2009-01-28
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Cleveland, OH
  Cleveland, OH

Other Businesses

3) *560482- Vacqua, LLC ; Investment related-Yes; highland heights, Ohio; Retail/Online Stores; Sole Proprietor/Owner:Partner (proprietor, partner, officer, director, employee, trustee, agent); 08/2009; During business hours: 1; After business hours: 5; Administrative

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-11-21
• S63 Uniform Securities Agent State Law Examination
  1994-04-19

Other Names

• Joseph William Bevack
• Joe William Bevack