SM
SM

Sean Mcardle

18 Years of Experience
Purchase, NY
Broker

Sean Mcardle is a registered investment advisor at Morgan Stanley, based in Purchase, NY, with 18 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

2000 Westchester Avenue, 1Nc, Purchase, NY, 10577

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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

Sean works at Surf Club on the Sound in New Rochelle since 2021, dedicating about 20% of his time after business hours. He also works at Apawamis Club in Rye since June 2023, spending a few hours per week after business hours.

Employment History
Current Registrations
Morgan Stanley
April 2019 - Present · 7 yrs 5 mos
Morgan StanleyBroker
November 2018 - Present · 7 yrs 10 mos
Previous Registrations
MML Investors Services, LLCBroker
March 2017 - October 2018 · 1 yr 7 mos
Msi Financial Services, INC.Broker
August 2014 - March 2017 · 2 yrs 7 mos
Morgan Stanley
June 2011 - July 2014 · 3 yrs 1 mo
Morgan StanleyBroker
June 2009 - July 2014 · 5 yrs 1 mo
Citigroup Global Markets INC.Broker
November 2007 - June 2009 · 1 yr 7 mos
State Registrations48 states
ALARAZCACOCTDCDEFLGAHIIAIDILINKSLAMAMDMEMIMNMOMSNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTWAWIWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.