MA
MA

Margaret Aaron

29 Years of Experience
Huntsville, AL
Broker

Margaret Aaron is a registered investment advisor at Morgan Stanley, based in Huntsville, AL, with 29 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

305 Church Street, Huntsville, AL, 35801

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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

Margaret owns Lily Flagg Mini Storage in Huntsville, AL, renting mini storage units since 2003. She spends minimal time on this investment-related activity after business hours.

Employment History
Current Registrations
Morgan StanleyBroker
July 2019 - Present · 6 yrs 10 mos
Morgan Stanley
July 2019 - Present · 6 yrs 10 mos
Previous Registrations
Keel Point, LLC
January 2016 - July 2019 · 3 yrs 6 mos
Keel Point Capital, LLCBroker
January 2016 - July 2019 · 3 yrs 6 mos
Morgan StanleyBroker
June 2009 - February 2016 · 6 yrs 8 mos
Morgan Stanley
June 2009 - February 2016 · 6 yrs 8 mos
Morgan Stanley & CO. Incorporated
November 2008 - June 2009 · 7 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley Dw INC.Broker
July 2005 - April 2007 · 1 yr 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 1996 - July 2005 · 9 yrs 4 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Margaret Aaron - Financial Advisor | TrueAdvisor