RM
RM

Rose Mcbride

40 Years of Experience
Chicago, IL
Broker

Rose Mcbride is a registered investment advisor at Morgan Stanley, based in Chicago, IL, with 40 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

233 South Wacker Drive, Suite 8600, Chicago, IL, 60606

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Rose owns rental property in Naples, Florida since 2018 and acts as an executor and trustee for estates and trusts in Illinois. She also serves as a successor trustee for a trust in Bartlett, Illinois, dedicating minimal time to these activities.

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.
December 1997 - June 2009 · 11 yrs 6 mos
Citigroup Global Markets INC.Broker
June 1987 - June 2009 · 22 yrs
Oppenheimer & CO., INC.Broker
September 1985 - June 1987 · 1 yr 9 mos
State Registrations41 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.