BM
BM

Brian Mcloughlin

25 Years of Experience
Township of Washington, NJ
Broker

Brian Mcloughlin is a registered investment advisor at Morgan Stanley, based in Township of Washington, NJ, with 25 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

Township of Washington, NJ

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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

Brian is on the Golf Committee for Arcola Country Club, a golf country club in Paramus, New Jersey, since September 2023. He spends minimal time on decision making and event planning.

Employment History
Current Registrations
Morgan Stanley
October 2016 - Present · 9 yrs 11 mos
Morgan Stanley
October 2016 - Present · 9 yrs 11 mos
Morgan StanleyBroker
October 2016 - Present · 9 yrs 11 mos
Previous Registrations
UBS Financial Services INC.
September 2006 - October 2016 · 10 yrs 1 mo
UBS Financial Services INC.Broker
September 2006 - October 2016 · 10 yrs 1 mo
Morgan Stanley
September 2006 - September 2006 · 0 mos
Morgan Stanley Dw INC.Broker
November 2000 - September 2006 · 5 yrs 10 mos
State Registrations48 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Brian Mcloughlin - Financial Advisor | TrueAdvisor