Todd
Mulligan

Morgan Stanley

CRD#5178269
Investment Advisor
in Boston, MA
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About this Advisor

Todd Mulligan is a certified financial planner based in Boston, Massachusetts, who has been in the financial industry for 10 years. Mulligan works at Morgan Stanley. Throughout their career, Mulligan has worked at Morgan Stanley Private Bank, National Association, Natixis Global Associates, Fidelity Investments and Morgan Stanley. Mulligan has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Rhode Island. Morgan Stanley is a firm based out of Boston, Massachusetts. The firm has offices in 702 locations and a total of 26,000 employees. It controls $735 billion in assets under management across its 1,724,668 accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm provides services to 283 charitable organizations. The business has a number of services, such as 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 advice typically depend on which services the firm provides the client. Fee types billed by Morgan Stanley can include some combination of asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

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

Disclosures

No

Office Location

High Street Tower 125 High Street
Boston, MA 02110

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Morgan Stanley Brokerage Details

Total Assets Under Management

$735,294,335,666

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

26,000

MA Average: 88
Total Number of Accounts

1,724,668

MA Average: 3,892
Average Account Size

$426,340

MA Average: $1,917,921

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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

Todd Mulligan Work History

Todd has 10 years of experience.

2015 - Present (4 years)

Morgan Stanley Private Bank, National Association

2015 - Present (4 years)

Morgan Stanley

2010 - 2015 (5 years)

Fidelity Investments

2008 - 2010 (2 years)

Natixis Global Associates

Disclosures

Todd Mulligan has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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