Quinn
Mccloskey

Morgan Stanley

CRD#6636054
Investment Advisor
in Chicago, IL

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About this Advisor

Quinn Mccloskey is a financial advisor based in Chicago, Illinois with a total of 5 years of relevant experience. Mccloskey is an employee of Morgan Stanley. Throughout their career, Mccloskey has worked at Western Springs Recreational Center, Butterfield Country Club, University Of Wisconsin-Madison, University Of Wisconsin Athletic Department, University Of Wisconsin Student Union, Morgan Stanley and Lyons Township High School. Mccloskey holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to operate in Illinois and Texas. Morgan Stanley is a registered investment business operating out of Purchase, NY. The firm has offices in 930 locations and a total of 28,000 financial advisors. It has $1 trillion in assets across its 2,233,188 customer accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm serves 30,383 charities and foundations. Of its 2,233,188 client accounts, just 1% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. The business has a wide set 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 for financial advisory services typically vary depending on which service is offered. Fees billed by Morgan Stanley likely include any blend of asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years Registered*

5 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

233 South Wacker Drive Suite 8600
Chicago, IL 60606

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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

Quinn Mccloskey Work History

Quinn has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Morgan Stanley

2016 - Present (8 years)

University Of Wisconsin Student Union

2015 - Present (9 years)

University Of Wisconsin-Madison

2016 - 2016 (< 1 year)

University Of Wisconsin Athletic Department

2016 - 2018 (2 years)

Morgan Stanley

2014 - 2017 (3 years)

Butterfield Country Club

2011 - 2014 (3 years)

Western Springs Recreational Center

2010 - 2014 (4 years)

Lyons Township High School

*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 Quinn Mccloskey to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

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Daniel Evans
New York, NY
Calvin Mason
Pueblo, CO
Melissa Moyer
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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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