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Joseph M Park

Morgan Stanley

New York, NY

CRD 7522109

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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:

Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-04-17
NY RA APPROVED 2024-03-26
  • TX RA
    APPROVED
    Since 2024-04-17
  • NY RA
    APPROVED
    Since 2024-03-26

Branch Locations

55 East 52Nd Street 12Th Floor, New York, NY 10055 • 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
Morgan Stanley New York NY 07/2023 Present
Morgan Stanley Glens Falls NY 06/2022 08/2022
Nyu Langone Health New York NY 09/2020 01/2021
Hamilton College Clinton NY 08/2018 12/2022
Beverwyck Senior Living Home Slingerlands NY 08/2015 12/2019
Guilderland High School Guilderland Center NY 08/2015 07/2018
Unemployed Slingerlands NY 12/2022 07/2023
  • 07/2023 → Present
    Morgan Stanley
    New York, NY
  • 06/2022 → 08/2022
    Morgan Stanley
    Glens Falls, NY
  • 09/2020 → 01/2021
    Nyu Langone Health
    New York, NY
  • 08/2018 → 12/2022
    Hamilton College
    Clinton, NY
  • 08/2015 → 12/2019
    Beverwyck Senior Living Home
    Slingerlands, NY
  • 08/2015 → 07/2018
    Guilderland High School
    Guilderland Center, NY
  • 12/2022 → 07/2023
    Unemployed
    Slingerlands, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-03-25
  • S66 Uniform Combined State Law Examination
    2024-03-25
Other Names
  • Joe Park

View on SEC IAPD

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