Joshua T Dragosavljevic

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

• 11/2022 → Present
  Morgan Stanley
  Houston, TX
• 05/2020 → 01/2022
  Heb
  Sugar Land, TX
• 01/2019 → 04/2020
  Favor
  Austin, TX
• 08/2019 → 11/2019
  Lamia Kadir Md.
  Austin, TX
• 09/2018 → 01/2019
  School
  Sugar Land, TX
• 05/2018 → 09/2018
  Panda Express
  Sugar Land, TX
• 08/2017 → 05/2018
  School
  Sugar Land, TX
• 05/2017 → 08/2017
  Mcdonald's
  Sugar Land, TX
• 11/2012 → 05/2017
  School
  Sugar Land, TX
• 01/2022 → 10/2022
  Morgan Stanley
  Houston, TX
• 07/2023 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2023-05-01