Ravish Joshi, financial advisor San Mateo CA
90 score

Ravish Joshi

CRD Number: 5950853
Current Firm: Morgan Stanley

Ravish Joshi (CRD# 5950853) is an Investment Advisor Representative working at Morgan Stanley in San Mateo, CA and has over 4 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 Sep 2015 - Current 1
Morgan Stanley Oakland, CA Jun 2015 - Current 1
Bank Of America, N.a. Castro Valley, CA May 2013 - Jun 2015 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated Castro Valley, CA Sep 2012 - Jun 2015 2
Saint Marys College Of Ca Moraga, CA Jul 2012 - Sep 2012 < 1
Western International Securities Walnut Creek, CA Jul 2011 - Jul 2012 1
Cal State University East Bay Hayward, CA Apr 2009 - Jul 2011 2
John Roca Enterprise Pleasanton, CA Aug 2008 - Apr 2009 < 1
Re/max Accord Pleasanton, CA Sep 2007 - Apr 2009 1
Sharper Image Pleasanton, CA Oct 2007 - Dec 2007 < 1
East Bay Concepts San Francisco, CA Jul 2007 - Sep 2007 < 1
Sun Valley Market San Rafael, CA Sep 2005 - Jul 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2011
S66 NASAA Uniform Combined State Law Examination Dec 2012
Contact Info for Ravish Joshi
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
90
Clean Record
This advisor has a clean track record with regulators.

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