Joel F Engelhardt

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Current Employers

Morgan Stanley

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

Current Registrations

Authority	Category	Status	Date
MO	RA	APPROVED	2022-04-01

MO RA
APPROVED

Since 2022-04-01

Branch Locations

7733 Forsyth Boulevard Suite 2100, Clayton, MO 63105 • 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

Organization	City	State	From	To
Ubs Financial Services Inc.	St. Louis	MO	01/2009	04/2022
Morgan Stanley Smith Barney Llc	Clayton	MO	04/2022	Present
Morgan Stanley Private Bank, N.A	New York	NY	05/2022	Present

01/2009 → 04/2022

Ubs Financial Services Inc.

St. Louis, MO
04/2022 → Present

Morgan Stanley Smith Barney Llc

Clayton, MO
05/2022 → Present

Morgan Stanley Private Bank, N.A

New York, NY

Previous Registrations

2009-01-30 → 2022-04-21

Ubs Financial Services Inc.

Clayton, MO

Naples, FL

Chesterfield, MO

St. Louis, MO

St. Louis, MO
2006-08-21 → 2009-02-03

Oppenheimer & Co. Inc.

St. Louis, MO

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2006-08-18

S66 Uniform Combined State Law Examination

2006-08-18

Other Names

Joal F Engelhart
Joel F Engelhart

View on SEC IAPD

Other Firms

SINNET CAPITAL MANAGEMENT, LLC

PARKSIDE ADVISORS LLC

LPL ENTERPRISE, LLC

SIXTHIRTY VENTURES

STIFEL, NICOLAUS & COMPANY, INCORPORATED

FOCUS PARTNERS WEALTH, LLC

BENJAMIN F. EDWARDS WEALTH MANAGEMENT, LLC

BENJAMIN F. EDWARDS & COMPANY, INCORPORATED

Other Investors

TIMOTHY PAUL HASARA

MARGARET MARY FRIEDHOFF

Tyler Allen Bubolz

Taylor Ann Willhalm

DAVID STUART WEISS

PATRICK CRAWLEY

CHET STEVEN EISENMAYER

Matthew Douglas Schulte

Other Offices

SINNET CAPITAL MANAGEMENT, LLC · CLAYTON, MO

PARKSIDE ADVISORS LLC · CLAYTON, MO

LPL ENTERPRISE, LLC · CLAYTON, MO

LPL ENTERPRISE, LLC · ST. LOUIS, MO

SIXTHIRTY VENTURES · CLAYTON, MO

STIFEL, NICOLAUS & COMPANY, INCORPORATED · CLAYTON, MO

FOCUS PARTNERS WEALTH, LLC · ST. LOUIS, MO

FOCUS PARTNERS WEALTH, LLC · CLAYTON, MO

More in Clayton, MO

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