MB
MB

Margret Birch

24 Years of Experience
Oak Brook, IL
Broker

Margret Birch is a registered investment advisor at Morgan Stanley, based in Oak Brook, IL, with 24 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

2211 York Road, Suite 100, Oak Brook, IL, 60523

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History

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.

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Other Business Activities

Margret is a board member for Brightside Theatre, an art/culture organization, since 2020. She spends minimal time on business development and fundraising activities after business hours.

Employment History
Current Registrations
Morgan Stanley
March 2013 - Present · 13 yrs 2 mos
Morgan StanleyBroker
February 2013 - Present · 13 yrs 3 mos
Previous Registrations
Incapital, LLCBroker
April 2003 - February 2006 · 2 yrs 10 mos
Sws Securities INC.Broker
January 2002 - July 2002 · 6 mos
Southwest Securities, INC.Broker
September 1997 - January 2001 · 3 yrs 4 mos
Balis Lewittes & Coleman, INC.Broker
August 1995 - October 1997 · 2 yrs 2 mos
Morgan Stanley & CO., IncorporatedBroker
June 1993 - April 1995 · 1 yr 10 mos
Howe Barnes Investments, INC.Broker
October 1992 - June 1993 · 8 mos
State Registrations46 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMTNCNENHNJNMNVNYOHOKORPARISCTNTXUTVAWAWIWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Margret Birch - Financial Advisor | TrueAdvisor