Joseph Still, financial advisor Waukesha WI
90 score

Joseph Still

CRD Number: 5909348
Current Firm: Morgan Stanley

Joseph Still (CRD# 5909348) is an Investment Advisor Representative working at Morgan Stanley in Waukesha, WI 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 Smith Barney LLC Waukesha, WI Jun 2015 - Current 1
Ubs Financial Services Inc. Brookfield, WI Jul 2013 - Jun 2015 1
Ubs Financial Services Brookfield, WI Mar 2011 - Jul 2013 2
Unemployed Brookfield, WI Nov 2010 - Feb 2011 < 1
Iron Mountain Milwaukee, WI Dec 2009 - Oct 2010 < 1
Standard Register Brookfield, WI May 2000 - Nov 2009 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2012
Contact Info for Joseph M. Still
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
90
Clean Record
This advisor has a clean track record with regulators.

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