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Josephine Mortelliti

Director, Global Head of Finance and Operation at Msref Real Estate Advisor

Broker registration; no current adviser registrationSEC record checked 17 October 2026

0
Past adviser firms
3
Licensing exams

IAPD record retrieved 17 October 2026SEC record

Josephine Mortelliti is Director, Global Head of Finance and Operation of Msref Real Estate Advisor, Inc., a New York investment adviser managing $15.8B. Josephine Mortelliti has a current broker registration and no current investment-adviser registration and has passed the Series 7, SIE and Series 99TO.

Role at Msref Real Estate Advisor

Title on Schedule A
Director, Global Head of Finance and Operation
Control
Josephine Mortelliti is not a control person of Msref Real Estate Advisor.
Ownership
An individual ownership band is not available in the source record.
Tenure
Josephine Mortelliti has held the filed role since October 2024.

The firm

Msref Real Estate Advisor, Inc.
New York, NY

Form ADV filed 24 July 2026

$15.8B AUM26 clients170 advisers17 offices

Career on record

Firms and exams, newest first
  1. Passed Series 99TO · 2023
  2. Passed SIE · 2018
  3. Passed Series 7 · 2005

Registrations and exams

Broker registration; no current adviser registration. Josephine Mortelliti has passed 3 qualifying exams.

Examinations

Series 99TO2 January 2023
Name
Operations Professional Examination
SIE1 October 2018
Name
Securities Industry Essentials Examination
Series 714 February 2005
Name
General Securities Representative Examination

Individual record

Full name
Josephine Mortelliti
CRD
3246029
Firm
Msref Real Estate Advisor, Inc.
Registration status
Broker registration; no current adviser registration

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Common questions

Where does Josephine Mortelliti work?

Josephine Mortelliti has been Director, Global Head of Finance and Operation of Msref Real Estate Advisor, Inc. since October 2024.

Source: Form ADV, Schedule A, filed 24 July 2026

Does Josephine Mortelliti have a current investment-adviser registration?

Josephine Mortelliti has a current broker registration and no current investment-adviser registration, as of 17 October 2026.

Source: IAPD individual record, checked 17 October 2026

What exams has Josephine Mortelliti passed?

Josephine Mortelliti has passed 3 licensing exams: the Series 7, SIE and Series 99TO. The earliest, the Series 7, was passed in February 2005.

Source: IAPD individual record, checked 17 October 2026

Leadership at Msref Real Estate Advisor

  • Brian Niles
    Co-Chief Executive Officer of Morgan Stanley Real Estate Investing
  • Lauren Hochfelder
    Director, President and Head of Real Assets
  • Benjamin Huneke
    President and Managing Director of Morgan Stanley Investment Management
  • Christie Park
    Director and Chief Operating Officer of Morgan Stanley Real Assets Investing
  • Gauranga Pal
    Chief Compliance Officer
  • Toru Bando
    Chief Investment Officer of Morgan Stanley Real Estate Investing
  • Olivier De Poulpiquet
    Chairman of Morgan Stanley Real Estate Investing
  • Mustufa Salehbhai
    Chief Legal Officer

Sources

  1. IAPD individual record, CRD 3246029. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Msref Real Estate Advisor, Inc., filed 24 July 2026. Title, control and ownership bands.

Retrieved 17 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Josephine Mortelliti or Msref Real Estate Advisor, Inc. and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.