MH
MH

Marjorie Heggie

22 Years of Experience
Columbia, SC
Broker

Marjorie Heggie is a registered investment advisor at Morgan Stanley, based in Columbia, SC, with 22 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

1320 Main Street, Suite 800, Columbia, SC, 29201

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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

Marjorie acts as a Power of Attorney (POA) in Columbia, South Carolina. This investment-related activity requires minimal time outside of business hours.

Employment History
Current Registrations
Morgan Stanley
April 2020 - Present · 6 yrs 1 mo
Morgan StanleyBroker
April 2020 - Present · 6 yrs 1 mo
Previous Registrations
Lincoln Financial Securities Corporation
June 2009 - December 2018 · 9 yrs 6 mos
Lincoln Financial Securities CorporationBroker
June 2009 - December 2018 · 9 yrs 6 mos
Citigroup Global Markets INC.
October 2000 - June 2007 · 6 yrs 8 mos
Citigroup Global Markets INC.Broker
September 2000 - June 2007 · 6 yrs 9 mos
State Registrations1 state
SC
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.
Marjorie Heggie - Financial Advisor | TrueAdvisor