DM
DM

Denise Mclaughlin

31 Years of Experience
Marlton, NJ
Broker

Denise Mclaughlin is a registered investment advisor at Morgan Stanley, based in Marlton, NJ, with 31 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

303 Lippincott Drive, Suite 300, Marlton, NJ, 08053

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Morgan Stanley
April 2012 - Present · 14 yrs 1 mo
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.Broker
May 1998 - June 2009 · 11 yrs 1 mo
Prudential Securities IncorporatedBroker
January 1995 - May 1998 · 3 yrs 4 mos
State Registrations52 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Denise Mclaughlin - Financial Advisor | TrueAdvisor