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Thomas Mcgee

16 Years of Experience
Oak Brook, IL
Broker

Thomas Mcgee is a registered investment advisor at Morgan Stanley, based in Oak Brook, IL, with 16 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

2211 York Road, Suite 100, Oak Brook, IL, 60523

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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

Thomas is a partner at Whalen South Float Dock LLC, a recreation business in Green Castle, Indiana, since 2020. He spends minimal time on check signing/funds disbursements and accounting/bookkeeping.

Employment History
Current Registrations
Morgan Stanley
June 2013 - Present · 12 yrs 11 mos
Morgan StanleyBroker
May 2013 - Present · 13 yrs
Previous Registrations
J.P. Morgan Securities LLCBroker
February 2010 - May 2013 · 3 yrs 3 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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Exams
No exam information available for this advisor.