JM
JM

Joan Mckee

32 Years of Experience
Sewickley, PA
Broker

Joan Mckee is a registered investment advisor at Morgan Stanley, based in Sewickley, PA, with 32 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

2100 Georgetown Drive, Suite 500, Sewickley, PA, 15143

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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

Joan works as a retail sales associate at Kohl's since 2011 and as a customer service employee at Lowe's since 2023. She spends about 10-20% of her time outside of office hours at Kohl's and a few hours per week at Lowe's.

Employment History
Current Registrations
Morgan Stanley
August 2021 - Present · 4 yrs 9 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
August 2008 - June 2009 · 10 mos
Citigroup Global Markets INC.Broker
March 2002 - August 2008 · 6 yrs 5 mos
New England SecuritiesBroker
September 2000 - October 2000 · 1 mo
Bt Alex. Brown IncorporatedBroker
September 1997 - April 1999 · 1 yr 7 mos
Alex. Brown & Sons IncorporatedBroker
June 1993 - September 1997 · 4 yrs 3 mos
T. Rowe Price Investment Services, INC.Broker
August 1990 - May 1993 · 2 yrs 9 mos
State Registrations49 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.