Sara
Mchugh
Morgan Stanley Investment Management Inc
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About this Advisor
Sara Mchugh is a financial advisor who works in New York, New York with 1 year of relevant experience. Mchugh is on the advisory team at Morgan Stanley Investment Management Inc. The advisor has gained experience at Citigroup, Fft Models, Fund For Syracuse- Syracuse University, Haran Interiors, Itn Networks, Westchester Country Club, Elon University, Fordham University, Syracuse University, The Ursuline School, Smbc Nikko Securities America, Inc, Morgan Stanley & Co., LLC, Morgan Stanley Smith Barney LLC, Morgan Stanley Distribution Inc and Eaton Vance Distributors, Inc. Mchugh holds a Series 63 license, designating them as a securities broker, and is approved to operate in New York. Morgan Stanley Investment Management Inc is a firm operating out of New York, NY. The investment advisory business has offices in eight locations and a total of 551 people on staff. It oversees $491 billion in total assets between its 26,817 client accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm serves 11 charities and foundations. The company provides a number of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and educational seminars. Financial management fees largely depend on which services are provided. Fee types charged by Morgan Stanley Investment Management Inc likely are comprised of any blend of asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Morgan Stanley Investment Management Inc Brokerage Details
$490,556,404,670
551
26,817
$18,292,740
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Sara Mchugh Work History
Sara has been registered as a financial advisor for 1 years.*
Eaton Vance Distributors, Inc
Morgan Stanley Distribution Inc
Morgan Stanley Smith Barney LLC
Morgan Stanley & Co., LLC
Smbc Nikko Securities America, Inc
Citigroup
Fund For Syracuse- Syracuse University
Haran Interiors
Itn Networks
Fordham University
Syracuse University
Elon University
Westchester Country Club
The Ursuline School
Fft Models
*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 Sara Mchugh 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 Investment Management Inc
New York, NY
New York, NY
Chicago, IL
Conshohocken, PA
New York, NY
New York, NY
Conshohocken, PA
Boston, MA
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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