PM
PM
Patricia Mcginley
42 Years of Experience
Greenwich, CT
3 DisclosuresBroker
Patricia Mcginley is a registered investment advisor at Morgan Stanley, based in Greenwich, CT, with 42 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B
Fee Structure
Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location
One Fawcett Place, 3rd Floor, Greenwich, CT, 06830
Get directionsHistory
Regulatory History (3)
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Customer Dispute
May 2022Settled
Customer Dispute
October 2006Award / Judgment
Customer Dispute
April 1994Award / Judgment
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
November 1992 - June 2009 · 16 yrs 7 mos
Citigroup Global Markets INC.Broker
March 1989 - June 2009 · 20 yrs 3 mos
Kidder, Peabody & CO. IncorporatedBroker
August 1983 - March 1989 · 5 yrs 7 mos
Dean Witter Reynolds INC.Broker
March 1983 - May 1983 · 2 mos
State Registrations44 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.