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Connor S Mckinney

Morgan Stanley

Chatham, NJ

New York, NY

CRD 5708347

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Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-06-16
NJ RA APPROVED 2016-10-04
TX RA APPROVED_RES 2015-07-30
DC RA APPROVED 2012-08-21
  • NY RA
    APPROVED
    Since 2021-06-16
  • NJ RA
    APPROVED
    Since 2016-10-04
  • TX RA
    APPROVED_RES
    Since 2015-07-30
  • DC RA
    APPROVED
    Since 2012-08-21

Branch Locations

Chatham, NJ • United States

55 East 52Nd Street 12Th Floor, New York, NY 10055 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley New York NY 07/2012 Present
Morgan Stanley Private Bank, National Association New York NY 01/2015 Present
  • 07/2012 → Present
    Morgan Stanley
    New York, NY
  • 01/2015 → Present
    Morgan Stanley Private Bank, National Association
    New York, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-07-13
  • S66 Uniform Combined State Law Examination
    2011-07-13
Other Names
  • Connor Stark Mckinney

View on SEC IAPD

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