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Connor Mcgrath

Morgan Stanley

Purchase, NY

CRD 7931452

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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
NJ RA APPROVED 2026-08-12
NY RA APPROVED 2026-08-11
  • NJ RA
    APPROVED
    Since 2026-08-12
  • NY RA
    APPROVED
    Since 2026-08-11

Branch Locations

2000 Westchester Avenue, Purchase, NY 10577-2530 • USA

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 Smith Barney Llc Purchase NY 07/2026 Present
Crossmark Global Investments Houston TX 06/2024 08/2024
Morgan Stanley Smith Barney Llc Purchase NY 06/2025 08/2025
Alamo Heights High School San Antonio TX 07/2016 06/2024
Rice University Houston TX 08/2024 06/2025
Rice University Houston TX 08/2025 07/2026
  • 07/2026 → Present
    Morgan Stanley Smith Barney Llc
    Purchase, NY
  • 06/2024 → 08/2024
    Crossmark Global Investments
    Houston, TX
  • 06/2025 → 08/2025
    Morgan Stanley Smith Barney Llc
    Purchase, NY
  • 07/2016 → 06/2024
    Alamo Heights High School
    San Antonio, TX
  • 08/2024 → 06/2025
    Rice University
    Houston, TX
  • 08/2025 → 07/2026
    Rice University
    Houston, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-08-11
S63 Uniform Securities Agent State Law Examination 2026-07-28
  • S65 Uniform Investment Adviser Law Examination
    2026-08-11
  • S63 Uniform Securities Agent State Law Examination
    2026-07-28
Other Names
  • Connor John Mcgrath
  • Connor J Mcgrath

View on SEC IAPD

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