Julie Kerrigan is a registered investment advisor at Morgan Stanley, based in Melville, NY, 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
Loading...
Location
58 South Service Road, Suite 400, Melville, NY, 11747
Get directionsHistory
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 StanleyBroker
August 2019 - Present · 6 yrs 9 mos
Morgan Stanley
August 2019 - Present · 6 yrs 9 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
May 2017 - August 2019 · 2 yrs 3 mos
Wells Fargo Clearing Services, LLC
May 2017 - August 2019 · 2 yrs 3 mos
Morgan Stanley
March 2015 - May 2017 · 2 yrs 2 mos
Morgan StanleyBroker
November 2013 - May 2017 · 3 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2010 - October 2013 · 3 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2010 - October 2013 · 3 yrs 4 mos
Raymond James Financial Services Advisors, INC
November 2009 - May 2010 · 6 mos
Raymond James Financial Services, INC.Broker
October 2009 - May 2010 · 7 mos
UBS Financial Services INC.Broker
July 2002 - August 2008 · 6 yrs 1 mo
Deutsche Banc Alex. Brown INC.Broker
January 2001 - February 2002 · 1 yr 1 mo
Db Alex. Brown LLCBroker
July 2000 - January 2001 · 6 mos
Cambridge Capital, LLCBroker
April 2000 - July 2000 · 3 mos
State Registrations35 states
AZCACOCTDCDEFLGAIDILKSLAMAMDMEMIMONCNHNJNMNVNYOHOKORPAPRRISCTXUTVAWAWV
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.