Osaic Wealth
43yrs
Top advisor by experience in Jericho
26yrs
Joshua Widman
Financial advisor at Morgan Stanley
Joshua Widman is a fiduciary financial advisor in Jericho, New York, with 26 years in the industry. Joshua joined Morgan Stanley in 2022, after ten years at Citigroup Global Markets and five years at HSBC Securities (usa). Morgan Stanley offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 261 advisors with offices in Jericho, and one of 221 fiduciaries.
At a glance
Experience26 years (since 2001)
How that compares ?More experience than 73% of advisors nationwide
OfficeTwo Jericho Plaza, Jericho, NY 11753
FirmMorgan Stanley
How the firm is paid ?Percent of assets, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$670,481
Advisors at the firm23,156
States licensed ?2 states
Services through Morgan Stanley
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2022 – nowMorgan StanleyCurrent firm
- 2013 – 2022Citigroup Global Markets Inc.Previously
- 2008 – 2013HSBC Securities (usa) Inc.Previously
- Jan 2008 – Feb 2008Chase Investment Services Corp.Previously
Contact Joshua
(914) 225-5510Firm headquarters in Purchase, NY. Ask for Joshua. Two Jericho PlazaJericho, NY 11753Office · Get directions Firm websiteHTTP://WWW.MORGANSTANLEY.COM
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Questions to ask Joshua
Tailored to Joshua’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
My notes and scorecard
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About Joshua
How do I contact Joshua?
Call Morgan Stanley at (914) 225-5510 and ask for Joshua Widman. Joshua works from the Jericho, NY office.
How long has Joshua been a financial advisor?
Joshua has been in the industry since 2001, about 26 years. More experience than 73% of advisors nationwide.
What licenses does Joshua hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Joshua a fiduciary?
Joshua is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Joshua paid?
Morgan Stanley reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products, a share of investment gains, other fees. Ask Joshua for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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