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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
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Morgan Stanley Brokerage Details
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
Margret Birch Work History
Margret has been registered as a financial advisor for 10 years.*
Morgan Stanley Private Bank, National Association
*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.
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
New York, NY
Walnut Creek, CA
New Haven, CT
Fort Lauderdale, FL
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 firstname.lastname@example.org.
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