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Erin Mcguirk

8 Years of Experience
Atlanta, GA
Broker

Erin Mcguirk is a registered investment advisor at Morgan Stanley, based in Atlanta, GA, with 8 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

5 Concourse Parkway, Suite 2000, Atlanta, GA, 30328

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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 Activities

Erin is the owner of The Granted Network, LLC, a nonprofit consulting company, since 2011. This activity is not investment-related and requires minimal time.

Employment History
Current Registrations
Morgan Stanley
November 2017 - Present · 8 yrs 6 mos
Morgan StanleyBroker
July 2017 - Present · 8 yrs 10 mos
State Registrations52 states
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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.
Erin Mcguirk - Financial Advisor | TrueAdvisor