CF
CF
Constance Flynn is a registered investment advisor at Morgan Stanley, based in Jupiter, FL, with 36 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
Jupiter, FL
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Regulatory History (4)
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Financial
October 2017Final
Financial
July 2017Final
Financial
May 2017Final
Financial
March 2017Final
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 17 yrs 1 mo
Morgan Stanley
June 2009 - Present · 17 yrs 1 mo
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
March 1997 - April 2007 · 10 yrs 1 mo
Morgan Stanley Dw INC.Broker
November 1996 - April 2007 · 10 yrs 5 mos
Wheat, First Securities, INC.Broker
May 1996 - August 1996 · 3 mos
Northern Trust Securities, INC.Broker
August 1993 - March 1994 · 7 mos
First Union Brokerage Services, INC.Broker
May 1992 - August 1993 · 1 yr 3 mos
Titan/value Equities Group, INC.Broker
September 1990 - December 1990 · 3 mos
Smith Barney, Harris Upham & CO., IncorporatedBroker
August 1988 - December 1988 · 4 mos
J. B. Hanauer & CO.Broker
September 1987 - January 1988 · 4 mos
Thomas James Associates, INC.Broker
March 1987 - December 1993 · 6 yrs 9 mos
State Registrations2 states
FLGA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.