CM
CM

Conner Mcgee

23 Years of Experience
New York, NY
Broker

Conner Mcgee is a registered investment advisor at Morgan Stanley, based in New York, NY, with 23 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

399 Park Avenue, 12th Floor, New York, NY, 10022

Get directions

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.

Learn about disclosures →
Other Business Activities

Conner is a board member for Cents Ability, teaching NYC teens financial responsibility, dedicating minimal time. Conner also owns rental property, spending minimal time on it after work hours.

Employment History
Current Registrations
Morgan Stanley
June 2015 - Present · 10 yrs 11 mos
Morgan Stanley
June 2015 - Present · 10 yrs 11 mos
Morgan StanleyBroker
June 2015 - Present · 10 yrs 11 mos
Previous Registrations
Nylife Securities LLCBroker
March 2011 - April 2015 · 4 yrs 1 mo
Eagle Strategies LLC
July 2009 - April 2015 · 5 yrs 9 mos
Nylife Distributors LLCBroker
April 2009 - March 2011 · 1 yr 11 mos
UBS Financial Services INC.
October 2002 - April 2009 · 6 yrs 6 mos
UBS Financial Services INC.Broker
September 2002 - April 2009 · 6 yrs 7 mos
State Registrations35 states
AZCACOCTDCDEFLGAILKSMAMDMIMNMOMTNCNHNJNVNYOHORPAPRRISCSDTNTXVAVTWAWIWY
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.
Conner Mcgee - Financial Advisor | TrueAdvisor