CM
CM

Carolina Mcgoey

15 Years of Experience
Stamford, CT
Broker

Carolina Mcgoey is a registered investment advisor at Morgan Stanley, based in Stamford, CT, with 15 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

4 Landmark Square, 2nd Floor, Stamford, CT, 06901

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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

Carolina is the Chair of the Communications Committee and a Member of the Executive Board for the Darien High School Parent Association, and a seller for The Real Real, Inc. She is also a Partner and Sole Proprietor/Owner of Bayview 360 LLC, a rental property and recreation business, dedicating a few hours per week to administrative, accounting/bookkeeping, and property management tasks.

Employment History
Current Registrations
Morgan Stanley
February 2017 - Present · 9 yrs 7 mos
Morgan StanleyBroker
August 2016 - Present · 10 yrs 1 mo
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2002 - July 2007 · 4 yrs 9 mos
Merrill Lynch Pierce Fenner & Smith INC.
October 2002 - July 2007 · 4 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2000 - July 2001 · 1 yr 1 mo
State Registrations34 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.