TrueAdvisor
TrueAdvisor
SM
SM

Sara G Mchugh

Morgan Stanley Investment Management INC.
8 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Morgan Stanley Investment Management INC.
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
23 advisors
Number of Clients
21,920 clients
Average Client Portfolio
$28.2M average
Assets Under Management
$619.2B

Fee Structure

Financial Planning:Investment management only

Location

1585 Broadway, New York, NY, 10036

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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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Employment History
Current Registrations
Eaton Vance Distributors, INC.Broker
April 2022 - Present · 3 yrs 10 mos
Morgan Stanley Investment Management INC.
February 2022 - Present · 4 yrs
Previous Registrations
Morgan Stanley Distribution, INC.Broker
November 2021 - April 2022 · 5 mos
Morgan Stanley
August 2020 - November 2021 · 1 yr 3 mos
Morgan StanleyBroker
August 2020 - November 2021 · 1 yr 3 mos
Morgan Stanley & CO. LLCBroker
May 2018 - November 2021 · 3 yrs 6 mos
Smbc Nikko Securities America, INC.Broker
September 2017 - May 2018 · 8 mos
State Registrations52 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.