BM
BM

Brian Mchugh

10 Years of Experience
Portland, ME
BrokerSells Insurance

Brian Mchugh is a registered investment advisor at Morgan Stanley, based in Portland, ME, with 10 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

100 Middle Street, 3rd Floor, Portland, ME, 04101

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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.

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Other Business ActivitiesSells Insurance

Brian is an insurance broker since 2015, selling life and group health insurance, dedicating minimal time. He is also a board member and chair for Big Brothers Big Sisters of Southern Maine since 2019, spending a few hours per week in this role.

Employment History
Current Registrations
Morgan Stanley
April 2016 - Present · 10 yrs 3 mos
Morgan StanleyBroker
March 2016 - Present · 10 yrs 4 mos
Previous Registrations
MML Investors Services, LLCBroker
September 2015 - February 2016 · 5 mos
State Registrations41 states
AZCACOCTDCDEFLGAHIIAIDILINLAMAMDMEMIMNMOMTNCNDNENHNJNMNVNYOHOKORPARISCTXUTVAVTWAWI
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.
Brian Mchugh - Financial Advisor | TrueAdvisor