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Marguerite Knight

39 Years of Experience
Houma, LA
Broker

Marguerite Knight is a registered investment advisor at Morgan Stanley, based in Houma, LA, with 39 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

1214 St. Charles Street, Houma, LA, 70360

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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

Marguerite is a managing member of Erwin's LLC and a notary public, spending a few hours per week on record keeping and notarization. She also serves on several boards and commissions, including the City of Thibodaux Board of Adjustments, Lafourche Parish Tourist Commission, Industrial Development Board of the Parish of Lafourche, Nicholls State University College of Business Advisory Board, and Lafourche Alliance for Good Government, dedicating minimal time to each.

Employment History
Current Registrations
Morgan StanleyBroker
May 2011 - Present · 15 yrs 2 mos
Morgan Stanley
May 2011 - Present · 15 yrs 2 mos
Previous Registrations
J.P. Morgan Securities LLC
October 2008 - May 2011 · 2 yrs 7 mos
J.P. Morgan Securities LLCBroker
October 2008 - May 2011 · 2 yrs 7 mos
J. P. Morgan Securities INC.
September 2006 - October 2008 · 2 yrs 1 mo
J.P. Morgan Securities INC.Broker
July 2006 - October 2008 · 2 yrs 3 mos
Jpmorgan Securities INC
June 1997 - September 2006 · 9 yrs 3 mos
Banc One Securities CorporationBroker
November 1996 - July 2006 · 9 yrs 8 mos
Premier Securities CorporationBroker
April 1986 - November 1996 · 10 yrs 7 mos
State Registrations16 states
ARCACOFLGALAMIMSNCNMNYPASCTNTXUT
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.