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Joseph Bonacci

Morgan Stanley

Sea Girt, NJ

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-01-23
NJ RA APPROVED 2023-04-28
TX RA APPROVED 2023-04-28
  • FL RA
    APPROVED
    Since 2025-01-23
  • NJ RA
    APPROVED
    Since 2023-04-28
  • TX RA
    APPROVED
    Since 2023-04-28

Branch Locations

2150 Highway 35 Suite 200, Sea Girt, NJ 08750 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ubs Financial Services Inc. Manasquan NJ 01/2009 04/2023
Morgan Stanley Smith Barney Llc Sea Girt NJ 04/2023 Present
Morgan Stanley Private Bank, N.A New York NY 06/2023 Present
  • 01/2009 → 04/2023
    Ubs Financial Services Inc.
    Manasquan, NJ
  • 04/2023 → Present
    Morgan Stanley Smith Barney Llc
    Sea Girt, NJ
  • 06/2023 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-07-02
S63 Uniform Securities Agent State Law Examination 1996-06-17
  • S65 Uniform Investment Adviser Law Examination
    1996-07-02
  • S63 Uniform Securities Agent State Law Examination
    1996-06-17

View on SEC IAPD

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Other Offices

COMMONWEALTH FINANCIAL NETWORK · Sea Girt, NJ
LPL FINANCIAL LLC · SEA GIRT, NJ
FIREWEED VENTURES MANAGEMENT, LLC · SEA GIRT, NJ
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · MANASQUAN, NJ
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Manasquan, NJ
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · MANASQUAN, NJ
LPL ENTERPRISE, LLC · MANASQUAN, NJ
KINGSWOOD WEALTH ADVISORS, LLC · Wall, NJ

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