Rory McVey, financial advisor Chicago IL
89 score

Rory McVey

CRD Number: 6261917
Current Firm: Morgan Stanley

Rory McVey (CRD# 6261917) is an Investment Advisor Representative working at Morgan Stanley in Chicago, IL and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Smith Barney LLC Chicago, IL Sep 2014 - Current 2
Morgan Stanley Private Bank, N.a. Chicago, IL Sep 2014 - Current 2
Morgan Stanley Smith Barney LLC Deerfield, IL Oct 2013 - Sep 2014 < 1
Candlelite Chicago Chicago, IL Jun 2013 - Sep 2013 < 1
Donovan, Schayer, And Massey Trading LLC Chicago, IL Jun 2012 - May 2013 < 1
Custom House Fund Services Chicago, IL Aug 2011 - Jun 2012 < 1
Depaul University Chicago, IL Jan 2010 - Jun 2012 2
United States Marine Corps Washington, DC Dec 2005 - Dec 2009 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2013
Contact Info for Rory P. McVey
Phone Number: 914-225-5510
Registered State(s):
  • IL
  • TX
By the Numbers
  • Total Assets Under Management
    535,890
    MILLIONS
  • Total Number of Accounts
    1,563,538
    ACCOUNTS
  • Average Account Value
    $342,742
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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