Joseph C Reid

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

• 08/2022 → Present
  Morgan Stanley
  San Francisco, CA
• 04/2020 → 07/2022
  Focus On The Field
  San Francisco, CA
• 10/2018 → 10/2020
  Atlanta Blaze Lacrosse Club
  Atlanta, GA
• 11/2018 → 11/2019
  Samsara
  San Francisco, CA
• 04/2020 → 10/2021
  Advnc Lacrosse
  Woodside, CA
• 08/2014 → 06/2018
  University Of Denver
  Denver, CO
• 07/2018 → 11/2018
  Unemployed
  Petaluma, CA

Other Businesses

I currently still coach for ADVNC Lacrosse Club; a youth travel program with seasons in the fall, winter and summer. I began back in the spring of 2020 and took a much lesser role now only coaching on the weekends for 2-4 hours a weekend. I devote no hours to this organization during the work week and it is not an investment-related business. The address is 280 Mountain Home Rd, Woodside CA 94062. *591280 - Marin Catholic High School Lacrosse coach ; Investment related - Yes ; Kentfield,California ; Private HS lacrosse coach ; Coach(proprietor, partner, officer, director, employee, trustee, agent) ; 3/2024 ; During business hours : 0 ; After business hours : 72 ; Coach

Exams

• S66 Uniform Combined State Law Examination
  2023-06-02

Other Names

• Joe Reid