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Joel Phillip Frost

Morgan Stanley

Delray Bch, FL

Boca Raton, FL

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-04-10
FL RA APPROVED 2024-10-07
  • TX RA
    APPROVED
    Since 2026-04-10
  • FL RA
    APPROVED
    Since 2024-10-07

Branch Locations

Delray Bch, FL • United States

1801 North Military Trail Suite 300, Boca Raton, FL 33431 • 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
Merrill Lynch, Pierce, Fenner & Smith Delray Beach FL 02/2007 10/2024
Bank Of America, N.A. Delray Beach FL 08/2009 10/2024
Morgan Stanley Smith Barney Llc Boca Raton FL 10/2024 Present
Morgan Stanley Private Bank, N.A New York NY 10/2024 Present
Morgan Stanley Private Bank, N.A New York NY 10/2024 Present
  • 02/2007 → 10/2024
    Merrill Lynch, Pierce, Fenner & Smith
    Delray Beach, FL
  • 08/2009 → 10/2024
    Bank Of America, N.A.
    Delray Beach, FL
  • 10/2024 → Present
    Morgan Stanley Smith Barney Llc
    Boca Raton, FL
  • 10/2024 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
  • 10/2024 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1994-11-16
S63 Uniform Securities Agent State Law Examination 1980-12-29
  • S65 Uniform Investment Adviser Law Examination
    1994-11-16
  • S63 Uniform Securities Agent State Law Examination
    1980-12-29

View on SEC IAPD

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Other Offices

DESTINY WEALTH PARTNERS, LLC · Boca Raton, FL
LPL FINANCIAL LLC · BOCA RATON, FL
C CUBED CAPITAL PARTNERS, LLC · BOCA RATON, FL
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · BOCA RATON, FL
VALIC FINANCIAL ADVISORS, INC. · BOCA RATON, FL
UBS FINANCIAL SERVICES INC. · BOCA RATON, FL
EPIC ADVISORY SERVICES CORP · BOCA RATON, FL
ISAM FUNDS (USA) LLC · BOCA RATON, FL

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