EC
EC

Emily Cunningham

11 Years of Experience
Greenwich, CT
Broker

Emily Cunningham is a registered investment advisor at Morgan Stanley, based in Greenwich, CT, with 11 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
Loading...

Location

One Fawcett Place, 3rd Floor, Greenwich, CT, 06830

Get directions

History

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 StanleyBroker
July 2019 - Present · 6 yrs 10 mos
Morgan Stanley
July 2019 - Present · 6 yrs 10 mos
Previous Registrations
UBS Financial Services INC.Broker
June 2018 - June 2019 · 1 yr
UBS Financial Services INC.
June 2018 - June 2019 · 1 yr
People's United Advisors, INC.
May 2018 - June 2018 · 1 mo
People's Securities, INC.
August 2016 - June 2018 · 1 yr 10 mos
People's Securities, INC.Broker
May 2014 - June 2018 · 4 yrs 1 mo
State Registrations47 states
ALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMTNCNENHNJNMNVNYOHOKORPARISCTNTXUTVAVTWAWIWVWY
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.