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Inactive

Joel E Dean

Fiduciary Consulting Group

Greenwood Village, CO

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Current Employers
Fiduciary Consulting Group

5299 Dtc Blvd., Suite 1000, Greenwood Village, CO 80111 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-08-19
CO RA APPROVED 2025-01-13
  • TX RA
    APPROVED
    Since 2025-08-19
  • CO RA
    APPROVED
    Since 2025-01-13

Branch Locations

5299 Dtc Blvd., Suite 1000, Greenwood Village, CO 80111 • 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 Institutional Investment Advisors Llc Greenwood Village CO 01/2023 Present
Cook Street Consulting, Inc. Greenwood Village CO 01/2016 12/2022
  • 01/2023 → Present
    Morgan Stanley Institutional Investment Advisors Llc
    Greenwood Village, CO
  • 01/2016 → 12/2022
    Cook Street Consulting, Inc.
    Greenwood Village, CO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-01-13
  • S65 Uniform Investment Adviser Law Examination
    2025-01-13

View on SEC IAPD

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Other Offices

DODDS WEALTH, LLC · GREENWOOD VILLAGE, CO
MARSHALL INVESTMENT MANAGEMENT, LLC · GREENWOOD VILLAGE, CO
AXS CAPITAL, LLC · GREENWOOD VILLAGE, CO
MORGAN STANLEY · Greenwood Village, CO
RBC CAPITAL MARKETS, LLC · GREENWOOD VILLAGE, CO
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LPL FINANCIAL LLC · GREENWOOD VILLAGE, CO
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