Anne McVeigh, financial advisor Lynchburg VA
93 score

Anne McVeigh

CRD Number: 1375826
Current Firm: Morgan Stanley

Anne McVeigh (CRD# 1375826) is an Investment Advisor Representative working at Morgan Stanley in Lynchburg, VA and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Current 1
Morgan Stanley Smith Barney Lynchburg, VA Jun 2009 - Current 7
Citigroup Global Markets Inc. Lynchburg, VA Jul 2004 - Current 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1993
S65 NASAA Investment Advisors Law Examination Aug 1993
S66 NASAA Uniform Combined State Law Examination Jul 2007
Contact Info for Anne R. McVeigh
Phone Number: 914-225-5510
Registered State(s):
  • VA
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
93
Clean Record
This advisor has a clean track record with regulators.

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