Joseph M Conte

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
  Indianapolis, IN
• 08/2014 → 05/2018
  Cathedral High School
  Indianapolis, IN
• 01/2018 → 05/2018
  Dick's Sporting Goods
  Indianapolis, IN
• 08/2018 → 05/2020
  Ball State University
  Muncie, IN
• 08/2020 → 05/2022
  University Of Tampa
  Tampa, FL
• 04/2017 → 08/2017
  Main Event Entertainment
  Indianapolis, IN
• 06/2022 → 11/2022
  Unemployed
  Fishers, IN

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-03-14
• S63 Uniform Securities Agent State Law Examination
  2024-09-06

Other Names

• Joey Conte