CM
CFP
CM
CFP
Carryn Mclaughlin is a CFP-designated registered investment advisor at Morgan Stanley, based in Palm Beach Gardens, FL, with 19 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
3801 PGA Boulevard, Suite 700, Palm Beach Gardens, FL, 33410
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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
May 2021 - Present · 5 yrs
Morgan Stanley
May 2021 - Present · 5 yrs
Morgan StanleyBroker
May 2021 - Present · 5 yrs
Previous Registrations
UBS Financial Services INC.Broker
September 2014 - May 2021 · 6 yrs 8 mos
J.P. Morgan Securities LLCBroker
October 2008 - September 2014 · 5 yrs 11 mos
J.P. Morgan Securities INC.Broker
January 2008 - October 2008 · 9 mos
MML Investors Services, INC.Broker
September 2007 - December 2007 · 3 mos
Lenox Advisors, INC.
October 2006 - December 2007 · 1 yr 2 mos
State Registrations18 states
CACOCTDEFLILMAMIMONJNYPAPRSCTNTXWAWY
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.