Beth Connolly is a registered investment advisor at Morgan Stanley, based in Troy, MI, with 17 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
101 West Big Beaver Road, Suite 1200, Troy, MI, 48084
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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 Stanley
August 2019 - Present · 6 yrs 9 mos
Morgan StanleyBroker
August 2019 - Present · 6 yrs 9 mos
Previous Registrations
Neuberger Berman Bd LLC
September 2014 - September 2017 · 3 yrs
Neuberger Berman Bd LLCBroker
December 2013 - September 2017 · 3 yrs 9 mos
Morgan StanleyBroker
October 2010 - October 2013 · 3 yrs
Bnp Paribas Securities CORP.Broker
August 2009 - May 2010 · 9 mos
Bnp Paribas Prime Brokerage, INC.Broker
August 2008 - May 2010 · 1 yr 9 mos
Banc of America Securities LLCBroker
November 2005 - October 2008 · 2 yrs 11 mos
State Registrations22 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.