Abby Mcelroy is a CFP-designated registered investment advisor at Morgan Stanley, based in Westport, CT, 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
500 Post Road East, 3rd Floor, Westport, CT, 06880
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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.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
August 2017 - Present · 8 yrs 11 mos
Morgan Stanley
August 2017 - Present · 8 yrs 11 mos
Morgan StanleyBroker
August 2017 - Present · 8 yrs 11 mos
Previous Registrations
RBC Capital Markets, LLC
October 2004 - September 2017 · 12 yrs 11 mos
RBC Capital Markets, LLCBroker
October 2004 - September 2017 · 12 yrs 11 mos
Wachovia Securities, LLCBroker
July 2003 - November 2004 · 1 yr 4 mos
Wachovia Securities, LLC
July 2003 - November 2004 · 1 yr 4 mos
Prudential Securities Incorporated
October 1999 - July 2003 · 3 yrs 9 mos
Prudential Securities IncorporatedBroker
September 1999 - July 2003 · 3 yrs 10 mos
Salomon Smith Barney INC.Broker
July 1993 - October 1999 · 6 yrs 3 mos
Lehman Brothers INC.Broker
January 1987 - July 1993 · 6 yrs 6 mos
State Registrations38 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.