MK
MK

Moira Katchuk

22 Years of Experience
Mount Laurel, NJ
Broker

Moira Katchuk is a registered investment advisor at Morgan Stanley, based in Mount Laurel, NJ, 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

330 Fellowship Road, Mount Laurel, NJ, 08054

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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

Moira works at Mavericks Training Facility providing customer service since December 2023. This takes about 10-20% of her time outside of business hours.

Employment History
Current Registrations
Morgan StanleyBroker
December 2017 - Present · 8 yrs 5 mos
Morgan Stanley
December 2017 - Present · 8 yrs 5 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2017 - November 2017 · 6 mos
Morgan Stanley
April 2014 - April 2017 · 3 yrs
Morgan StanleyBroker
April 2014 - April 2017 · 3 yrs
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2009 - March 2014 · 4 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2008 - March 2014 · 5 yrs 3 mos
PNC InvestmentsBroker
July 2008 - September 2008 · 2 mos
Lincoln Financial Distributors, INC.Broker
June 2007 - May 2008 · 11 mos
Delaware Distributors, L.P.Broker
September 2002 - April 2007 · 4 yrs 7 mos
State Registrations33 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.