Morgan Stanley
43yrs
Top advisor by experience in Saratoga Springs
22yrs
Based in Saratoga Springs, New York, Joseph Brady is a fiduciary financial advisor with 22 years of industry experience. Joseph has been with Morgan Stanley since 2020. 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 260 advisors with offices in Saratoga Springs, and one of 232 fiduciaries.
At a glance
Experience22 years (since 2004)
How that compares ?More experience than 68% of advisors in Saratoga Springs
Office340 Broadway 2nd Floor, Saratoga Springs, NY 12866
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.
Series 66Uniform Combined State Law Examination
Career
- 2020 – nowMorgan StanleyCurrent firm
Contact Joseph
Local office(518) 583-5600Ask for Joseph. (914) 225-5510Main office · Purchase, NY 340 Broadway 2nd FloorSaratoga Springs, NY 12866Office · Get directions Firm websiteHTTP://WWW.MORGANSTANLEY.COM
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Questions to ask Joseph
Tailored to Joseph’s registration and firm.
- 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?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Joseph
How do I contact Joseph?
Call Joseph’s local office at (518) 583-5600 or the Morgan Stanley main office at (914) 225-5510, and ask for Joseph Brady.
How long has Joseph been a financial advisor?
Joseph has been in the industry since 2004, about 22 years. More experience than 68% of advisors in Saratoga Springs.
What licenses does Joseph hold?
Series 66. Tap any license on this page to see what it allows.
Is Joseph a fiduciary?
Joseph is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Joseph 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 Joseph 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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