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Joshua James Simpson

Morgan Stanley

Holmdel, NJ

Purchase, NY

New York, NY

CRD 7733601

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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:

Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2026-04-08
NY RA APPROVED 2023-11-30
  • NJ RA
    APPROVED
    Since 2026-04-08
  • NY RA
    APPROVED
    Since 2023-11-30

Branch Locations

Holmdel, NJ • United States

2000 Westchester Ave (Home Office), Purchase, NY 10577 • United States

1 New York Plaza, New York, NY 10004 • 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 New York NY 08/2023 Present
U.S. Army Fort Drum NY 10/2003 08/2023
  • 08/2023 → Present
    Morgan Stanley
    New York, NY
  • 10/2003 → 08/2023
    U.S. Army
    Fort Drum, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-11-30
  • S66 Uniform Combined State Law Examination
    2023-11-30
Other Names
  • Joshua J Simpson

View on SEC IAPD

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