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Joshua Lee Lerner

Morgan Stanley

New York, NY

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-11-22
NY RA APPROVED 2021-10-21
  • TX RA
    APPROVED
    Since 2022-11-22
  • NY RA
    APPROVED
    Since 2021-10-21

Branch Locations

55 East 52Nd Street 10Th 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
Ubs Financial Services Inc. New York NY 12/2016 10/2020
Unemployed Unemployed NY 09/2016 11/2016
Morgan Stanley Smith Barney Llc New York NY 10/2020 Present
  • 12/2016 → 10/2020
    Ubs Financial Services Inc.
    New York, NY
  • 09/2016 → 11/2016
    Unemployed
    Unemployed, NY
  • 10/2020 → Present
    Morgan Stanley Smith Barney Llc
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-10-21
  • S66 Uniform Combined State Law Examination
    2021-10-21
Other Names
  • Joshua Lee Lerner
  • Joshua Lerner

View on SEC IAPD

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