Magdalene Rowan is a registered investment advisor at Morgan Stanley, based in New York, NY, 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
399 Park Avenue, 12th Floor, New York, NY, 10022
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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 →Employment History
Current Registrations
Morgan StanleyBroker
March 2023 - Present · 3 yrs 2 mos
Morgan Stanley
March 2023 - Present · 3 yrs 2 mos
Previous Registrations
First Republic Securities Company, LLCBroker
December 2013 - April 2023 · 9 yrs 4 mos
First Republic Investment Management, INC.
December 2013 - April 2023 · 9 yrs 4 mos
Barclays Capital INC.
January 2010 - December 2013 · 3 yrs 11 mos
Barclays Capital INC.Broker
May 2009 - December 2013 · 4 yrs 7 mos
Sanford C. Bernstein & CO., LLCBroker
March 2004 - May 2009 · 5 yrs 2 mos
State Registrations17 states
CACTDCFLILMAMDMSNCNJNYOHORPATXVAWA
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.