Justin Goninen, financial advisor Madison WI
93 score

Justin Goninen

CRD Number: 5571706
Current Firm: Morgan Stanley

Justin Goninen (CRD# 5571706) is an Investment Advisor Representative working at Morgan Stanley in Madison, WI and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Current 1
Morgan Stanley Madison, WI Apr 2013 - Current 3
Enrich Financial Partners, LLC Madison, WI Mar 2010 - Apr 2013 3
Ubs Financial Services Inc. Minneapolis, MN Jul 2008 - Mar 2010 1
Rmr Financial Advisors, LLC Madison, WI Aug 2007 - Jul 2008 < 1
The Univeristy Of Wisconsin-madison Madison, WI Aug 2004 - May 2008 3
H.e. Stark Collection Agency Madison, WI Jun 2006 - Sep 2007 1
Merrill Lynch Madison, WI May 2007 - Aug 2007 < 1
Wisconsin Active Sportswear Madison, WI Jul 2005 - Aug 2006 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2013
S66 NASAA Uniform Combined State Law Examination Sep 2008
Contact Info for Justin D. Goninen
Phone Number: 914-225-5510
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    535,890
    MILLIONS
  • Total Number of Accounts
    1,563,538
    ACCOUNTS
  • Average Account Value
    $342,742
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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