Joseph Olheiser, financial advisor Palo Alto CA
61 score

Joseph Olheiser

CRD Number: 4543537
Current Firm: Morgan Stanley

Joseph Olheiser (CRD# 4543537) is an Investment Advisor Representative working at Morgan Stanley in Palo Alto, CA and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Palo Alto, CA Apr 2016 - Current < 1
Jp Morgan Securities, LLC Portola Valley, CA Feb 2013 - Current 3
Metlife Securities Inc. San Jose, CA Nov 2010 - Feb 2013 2
Empire Financial Group, LLC Los Angeles, CA Mar 2001 - Oct 2010 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2002
S66 NASAA Uniform Combined State Law Examination Nov 2010
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
  • Criminal Record
Get Details on the FINRA Advisor Check site
Contact Info for Joseph D. Olheiser
Phone Number: 914-225-5510
Registered State(s):
  • CA
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
61

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