Catherine
Mcconnell

Morgan Stanley

CRD#6140546
Investment Advisor
in New York, NY
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About this Advisor

Catherine Mcconnell is a financial advisor working out of New York, New York, with a total of 12 years of financial industry experience. Mcconnell is on the advisory team at Morgan Stanley. The advisor has gained experience at Future Stars Sports Camps, Morgan Stanley, Circle Peak Capital, Ubs, Steiner Sports and Loyola University Maryland. Mcconnell has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in New Jersey and Texas. Morgan Stanley is an advisory business headquartered in New York, New York. The investment advisory business has offices in 702 locations and a total of 26,000 advisors. It has $735 billion in assets across its 1,724,668 accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm provides services to 283 charities and foundations. Morgan Stanley offers a wide range 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. Financial management fee schedules depend on which services the firm provides the client. However, fee types billed by Morgan Stanley can be comprised of asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

12 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

522 5Th Avenue
New York, NY 10036

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Morgan Stanley Brokerage Details

Total Assets Under Management

$729,249,310,930

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

26,000

NY Average: 88
Total Number of Accounts

1,815,592

NY Average: 3,892
Average Account Size

$401,659

NY 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

Catherine Mcconnell Work History

Catherine has 12 years of experience.

2016 - Present (3 years)

Morgan Stanley

2015 - 2016 (1 years)

Morgan Stanley

2012 - 2015 (3 years)

Morgan Stanley

2010 - 2010 (0 years)

Future Stars Sports Camps

2010 - 2012 (2 years)

Circle Peak Capital

2010 - 2010 (0 years)

Ubs

2009 - 2009 (0 years)

Steiner Sports

2006 - 2010 (4 years)

Loyola University Maryland

Disclosures

Catherine Mcconnell has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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