ME
ME

Millicent Eubanks

36 Years of Experience
Mclean, VA
BrokerSells Insurance

Millicent Eubanks is a registered investment advisor at Morgan Stanley, based in Mclean, VA, 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

1650 Tysons Boulevard, Suite 1000, Mclean, VA, 22102

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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 ActivitiesSells Insurance

Millicent serves on the Advisory Board for the Insured Retirement Institute, a trade association for financial service and insurance companies. This activity requires minimal time and is investment-related.

Employment History
Current Registrations
Morgan StanleyBroker
November 2019 - Present · 6 yrs 6 mos
Morgan Stanley
November 2019 - Present · 6 yrs 6 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
July 2010 - November 2019 · 9 yrs 4 mos
Wells Fargo Clearing Services, LLCBroker
July 2010 - November 2019 · 9 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2006 - July 2010 · 4 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2006 - July 2010 · 4 yrs 2 mos
Citigroup Global Markets INC.
January 2002 - June 2006 · 4 yrs 5 mos
Citigroup Global Markets INC.Broker
July 1993 - June 2006 · 12 yrs 11 mos
Lehman Brothers INC.Broker
July 1989 - July 1993 · 4 yrs
State Registrations24 states
ARAZCACOCTDCDEFLGAILINMAMDMIMNNCNJNYPASCSDTXVAVirgin Islands
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.