Rose Marie Mcbride

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2009 → Present
  Morgan Stanley Smith Barney
  Chicago, IL
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 1997-12-28 → 2009-06-01
  Citigroup Global Markets Inc.
  Chicago, IL
  Chicago, IL

Other Businesses

1.Rental property; Investment related - Yes; Naples, Florida; Real estate; Sole Proprietor / Owner / Partner (proprietor, partner, officer, director, employee, trustee, agent); 05/2018; During business hours: 0; After business hours: 5 2.Estate; Investment related - No; Chicago, IL; Real estate; Executor; 01/2018; During business hours: 0; After business hours: 2-3 3.Personal Trust; Investment related - No; Chicago, IL; Trust; Trustee; 01/2018; During business hours: 0; After business hours: 2-3 4. *451526- Trust; Investment related Yes; Barlett, Illinois; Trust; Successor Trustee; 09/2021; During business hours: 2; After business hours: 0;

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-11-07
• S63 Uniform Securities Agent State Law Examination
  1986-01-03

Other Names

• Rose Marie Meegan
• Rosemarie Mcbride