Joseph Paiva (CRD# 5436249) is an Investment Advisor Representative working at Morgan Stanley in Naples, FL and has over 15 years of experience in the finance industry.
CRD# 5167067
Advanced Investment Management LLC
CRD# 6376918
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2305670
Truist Advisory Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Morgan Stanley Smith Barney LLC | Naples, FL | Sep 2022 - Current | 1 |
| Morgan Stanley Private Bank, N.a | New York, NY | Sep 2022 - Current | 1 |
| Incrediblespeed, LLC | Naples, FL | Nov 2021 - Current | 2 |
| J.p. Morgan Securities LLC | Naples, FL | Oct 2012 - Sep 2022 | 9 |
| Seminole Track Camp | Tallahassee, FL | Dec 2013 - Sep 2015 | 1 |
| Ken Harnden Camps LLC | Tallahassee, FL | Jun 2011 - Sep 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2008 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2008 |
- FL
-
Total Assets Under Management1,402,426MILLIONS
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Total Number of Accounts2,405,783ACCOUNTS
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Average Account Value$582,939
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- 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
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, WY
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