Margot Craig is a CFP-designated registered investment advisor at Morgan Stanley, based in Chicago, IL, with 4 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
233 South Wacker Drive Suite 9200, Pwm, Chicago, IL, 60606
Get directionsHistory
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 Stanley
November 2023 - Present · 2 yrs 6 mos
Morgan StanleyBroker
November 2023 - Present · 2 yrs 6 mos
Previous Registrations
Commonwealth Financial Network
September 2021 - October 2023 · 2 yrs 1 mo
Commonwealth Financial NetworkBroker
August 2021 - October 2023 · 2 yrs 2 mos
State Registrations43 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMIMNMOMTNCNENHNJNMNVNYOHORPASCSDTNTXUTVAVTWAWI
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.