Margret
Birch

Morgan Stanley

CRD#2194903
Investment Advisor
in Oak Brook, IL

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About this Advisor

Margret Birch is a financial advisor based out of Oak Brook, Illinois who has 10 years of relevant experience. Birch is currently employed by Morgan Stanley. Birch has gained experience at Morgan Stanley and Morgan Stanley Private Bank, National Association. Birch maintains Series 63 and Series 66 licenses, which qualify them as a securities broker, and can advise clients in Illinois and Texas. Morgan Stanley is a financial advisory company that has its headquarters in Purchase, NY. It has offices in 930 locations and a total of 28,000 financial advisors. It has $1 trillion in assets across its 2,233,188 accounts, placing it among the largest firms in the country by assets under management. The firm serves 30,383 charities and foundations. Of its 2,233,188 accounts, just 1% belong to high-net-worth clients who have at least $1 million in assets available to invest. The firm provides a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees charged by financial advisors usually depend on which services the firm provides the client. Fees charged by Morgan Stanley can be comprised of any blend of asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees, Commissions, Others

Office Location

2211 York Road Suite 100
Oak Brook, IL 60523

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Morgan Stanley Brokerage Details

Total Assets Under Management

$1,185,061,196,999

IL Average: $7,464,549,021
Total Number of Employees

28,000

IL Average: 88
Total Number of Accounts

2,233,188

IL Average: 3,892
Average Account Size

$530,659

IL Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Margret Birch Work History

Margret has been registered as a financial advisor for 10 years.*

2015 - Present (9 years)

Morgan Stanley Private Bank, National Association

2013 - Present (11 years)

Morgan Stanley

2013 - 2013 (< 1 year)

Morgan Stanley

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Margret Birch to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Morgan Stanley

Ellen Spitz
Garden City, NY
Janelle Williams
Billings, MT
Russell Huebschle
Oakland, CA
William Dilodovico
Fort Lauderdale, FL
Charles Doering
Walnut Creek, CA
Allan House
Baltimore, MD
Calvin Mason
Pueblo, CO
Melissa Moyer
Blue Bell, PA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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