Joshua P Schuette

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

• 09/2017 → 09/2019
  Raymond James & Associates
  St. Petersburg, FL
• 04/2017 → 09/2017
  Seeking Employment
  Tampa, FL
• 06/2015 → 04/2017
  Benchmark International Company Sales Specialist
  Tampa, FL
• 10/2019 → 05/2024
  Dynasty Securities, Llc
  Saint Petersburg, FL
• 07/2024 → 01/2025
  Vigilant Distributors
  Chadds Ford, PA
• 06/2024 → 01/2025
  Ppb Advisors
  Conshohocken, PA
• 04/2025 → Present
  Morgan Stanley
  Tampa, FL

Previous Registrations

• 2020-07-22 → 2024-07-26
  Dynasty Wealth Management, Llc
  St. Petersburg, FL
• 2019-08-21 → 2019-09-12
  Raymond James & Associates, Inc.
  St. Petersburg, FL

Exams

• S66 Uniform Combined State Law Examination
  2019-06-17

Other Names

• Joshua Patrick Schuette