SM
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Sean Mcglinn

17 Years of Experience
Lake Oswego, OR
Broker

Sean Mcglinn is a registered investment advisor at Morgan Stanley, based in Lake Oswego, OR, 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

4800 Meadows Road, Suite 400, Lake Oswego, OR, 97035

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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 is the owner and manager of a rental property in Salem, Oregon, since September 2024. He dedicates minimal time to property management after business hours.

Employment History
Current Registrations
Morgan StanleyBroker
June 2021 - Present · 4 yrs 11 mos
Morgan Stanley
June 2021 - Present · 4 yrs 11 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
October 2012 - June 2021 · 8 yrs 8 mos
J.P. Morgan Securities LLC
October 2012 - June 2021 · 8 yrs 8 mos
Chase Investment Services CORP.Broker
December 2011 - October 2012 · 10 mos
Chase Investment Services CORP.
December 2011 - October 2012 · 10 mos
Morgan Stanley Smith Barney LLC
June 2009 - December 2011 · 2 yrs 6 mos
Morgan Stanley Smith BarneyBroker
June 2009 - December 2011 · 2 yrs 6 mos
Citigroup Global Markets INC.
December 2008 - June 2009 · 6 mos
Citigroup Global Markets INC.Broker
November 2008 - June 2009 · 7 mos
State Registrations14 states
AZCACOFLIDINMAMTNVNYOHORTXWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Sean Mcglinn - Financial Advisor | TrueAdvisor