Joshua D Hassell

CRD 7782156

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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

Authority	Category	Status	Date
CT	RA	APPROVED	2025-03-25
TX	RA	APPROVED	2024-01-10
NY	RA	APPROVED	2023-12-18

CT RA
APPROVED

Since 2025-03-25
TX RA
APPROVED

Since 2024-01-10
NY RA
APPROVED

Since 2023-12-18

Branch Locations

2000 Westchester Avenue, Purchase, NY 10577 • United States

750 Seventh Avenue, New York, NY 10019 • 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

Organization	City	State	From	To
Morgan Stanley	New York	NY	08/2023	Present
Sun Life Capital Management	New York	NY	09/2018	08/2023
Fordham University	New York	NY	08/2017	09/2018
College Of The Holy Cross	Worcester	MA	08/2013	08/2017

08/2023 → Present

Morgan Stanley

New York, NY
09/2018 → 08/2023

Sun Life Capital Management

New York, NY
08/2017 → 09/2018

Fordham University

New York, NY
08/2013 → 08/2017

College Of The Holy Cross

Worcester, MA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-12-18

S66 Uniform Combined State Law Examination

2023-12-18

View on SEC IAPD

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