Anne Egan is a registered investment advisor at Morgan Stanley, based in Lake Forest, IL, with 3 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
207 East Westminster, Suite 300, Lake Forest, IL, 60045
Get directionsHistory
Regulatory History
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 →Other Business Activities
Anne serves on the advisory board for Midtown-Metro Achievement Centers, an education-related organization, since April 2023. She spends a few hours per week on marketing, labor/service, and fundraising activities.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
State Registrations35 states
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.