Carryn Mclaughlin is a CFP-designated registered investment advisor at Morgan Stanley, based in Palm Beach, FL, with 19 years of industry experience. Carryn is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
450 Royal Palm Way, 5th Floor, Palm Beach, FL, 33480
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Morgan Stanley
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
UBS Financial Services INC.Broker
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities INC.Broker
MML Investors Services, INC.Broker
Lenox Advisors, INC.
State Registrations19 states
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