Joshua CiolekCRD Number: 6347595
Current Firm: Morgan Stanley
Joshua Ciolek (CRD# 6347595) is an Investment Advisor Representative working at Morgan Stanley in Rochester, NY and has over 2 years of experience in the finance industry.
Wall Street Financial Group, Inc.
American Portfolios Advisors, Inc.
Sage, Rutty & Company, Inc.
|Morgan Stanley Private Bank, National Association||New York, NY||Jan 2015 - Current||1|
|Morgan Stanley||Rochester, NY||Jun 2014 - Current||2|
|St. Lawrence University||Canton, NY||Aug 2010 - May 2014||3|
|Victor Central Schools||Victor, NY||Sep 1998 - Jun 2010||11|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2014|
Total Assets Under Management535,890MILLIONS
Total Number of Accounts1,563,538ACCOUNTS
Average Account Value$342,742
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
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