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RIA / WealthAdvisor43 years in industry

JOSEPH WARREN MCVEY

Advisor at FOURSTAR WEALTH ADVISORS, LLC

POWHATAN, VA | CHICAGO, IL

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Search this name across graphsid dfx:ria:62fb6965-e69c-7dec-308c-174dd15e4334

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:44 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Sep 3, 1991 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: FOURSTAR WEALTH ADVISORS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 8, 1983earliest registration or exam on IAPD
Years in industry: 43derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S65|S63
First exam: Aug 8, 1983
First registration: Sep 3, 1991
Dual registered: no
IAPD individual key: 1138163

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
FOURSTAR WEALTH ADVISORS, LLC	Independent wealth	Jun 2, 2026	n/a	yes	CHICAGO, IL\|POWHATAN, VA	Current employment
UBS FINANCIAL SERVICES INC.	Wirehouse	May 24, 2019	Mar 18, 2026	no	RICHMOND, VA\|Powhatan, VA	Previous registration
MORGAN STANLEY	Wirehouse	Jun 1, 2009	May 30, 2019	no	Richmond, VA	Previous registration
MORGAN STANLEY & CO. LLC	n/a	Apr 2, 2007	Jun 1, 2009	no	RICHMOND, VA	Previous registration
MORGAN STANLEY DW INC.	n/a	Sep 3, 1991	Apr 2, 2007	no	RICHMOND, VA\|RICHMOND, VA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
UBS FINANCIAL SERVICES INC.	FOURSTAR WEALTH ADVISORS, LLC	Mar 18, 2026	Jun 2, 2026	76	Firm change	Wirehouse to RIA
MORGAN STANLEY	UBS FINANCIAL SERVICES INC.	May 30, 2019	May 24, 2019	-6	Firm change	Wirehouse to wirehouse
MORGAN STANLEY & CO. LLC	MORGAN STANLEY	Jun 1, 2009	Jun 1, 2009	0	Bulk transfer	Other
MORGAN STANLEY DW INC.	MORGAN STANLEY & CO. LLC	Apr 2, 2007	Apr 2, 2007	0	Bulk transfer	Other

Relationships

Registered with (5)

→ FOURSTAR WEALTH ADVISORS, LLCRegistered adviserregistration: current employment
Jun 2, 2026 to presentfactForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
May 24, 2019 to Mar 18, 2026factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jun 1, 2009 to May 30, 2019factForm ADV
→ MORGAN STANLEY & CO. LLCRegistered adviserregistration: previous registration
Apr 2, 2007 to Jun 1, 2009factForm ADV
→ MORGAN STANLEY DW INC.Registered adviserregistration: previous registration
Sep 3, 1991 to Apr 2, 2007factForm ADV

Dated events

Occurred
Mar 18, 2026
Advisor changed firm
Joseph Warren Mcvey left Ubs Financial Services Inc. for Fourstar Wealth Advisors, Llc (registered 2026-06-02)
Form ADVobserved 6 days ago