Joseph Harris Fink

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

• 06/2015 → 06/2022
  Lincoln Financial Distributors
  Radnor, PA
• 07/2022 → Present
  Morgan Stanley Smith Barney Llc
  Baltimore, MD
• 09/2022 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY

Other Businesses

Fink Family Estate - Co-Trustee from 2019-Present - non investment related - no current time devoted *512947 - Park School of Baltimore Alumni Association; Investment related: No; Baltimore, Maryland; Non-Profit; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 07/2021; During business hours: 0; After business hours: 0.25; alumni engagement *513417- Trust; Investment related-Yes; Baltimore, Maryland; 05/2019; During business hours: 0; After business hours: 0

Exams

• S66 Uniform Combined State Law Examination
  2022-09-19
• S63 Uniform Securities Agent State Law Examination
  2015-07-10

Other Names

• Joseph Fink
• Joey Fink
• Joe Fink