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Jacqueline Clowry

Morgan Stanley
31 Years of Experience
Purchase, NY
1 DisclosureBroker
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Jacqueline Clowry is a registered investment advisor at Morgan Stanley, based in Purchase, NY, with 31 years of industry experience. Jacqueline is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.

Morgan Stanley
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23172 advisors
Number of Clients
2,703,720 clients
Average Client Portfolio
$726K average
Assets Under Management
$1961.9B

Fee Structure

Investment management only (planning not offered)

Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.

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Location

2000 Westchester Avenue, 1Nc, Purchase, NY, 10577

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
February 2025
Final
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Employment History
Current Registrations
Morgan Stanley
August 2009 - Present · 17 yrs 2 mos
Morgan StanleyBroker
June 2009 - Present · 17 yrs 4 mos
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
May 2009 - June 2009 · 1 mo
Wachovia Securities, LLCBroker
January 2007 - April 2009 · 2 yrs 3 mos
Morgan Stanley Dw INC.Broker
June 2006 - January 2007 · 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 1995 - June 2006 · 10 yrs 11 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
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