Michael McCormick, financial advisor New Brunswick NJ

Michael McCormick

CRD Number: 6784992
Current Firm: Morgan Stanley

Michael McCormick (CRD# 6784992) is an Investment Advisor Representative working at Morgan Stanley in New Brunswick, NJ and has 1 year of experience in the finance industry.

Similar Advisors
Danna Jacobs, financial advisor New Brunswick NJ
Danna Jacobs
CRD# 5366446
Legacy Care Wealth, LLC
Similar Advisors
Michael Kay, financial advisor New Brunswick NJ
Michael F. Kay
CRD# 1420183
Financial Life Focus, LLC
Similar Advisors
Mostafa Aamer, financial advisor New Brunswick NJ
Mostafa Aamer
CRD# 4125056
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name Location Dates Years
Morgan Stanley New Brunswick, NJ Feb 2018 - Current 2
Rutgers University New Brunswick, NJ Sep 2014 - May 2018 3
Morgan Stanley New Brunswick, NJ May 2017 - Feb 2018 < 1
Hunter Douglas Pearl River, NY May 2016 - Aug 2016 < 1
Rutgers University Golf Course Piscataway, NJ Oct 2015 - May 2016 < 1
Middle School & High School Phillipsburg, NJ Aug 2008 - Sep 2014 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2019
Contact Info for Michael P. McCormick
Phone Number: 914-225-5510
Registered State(s):
  • NJ
  • TX
By the Numbers
  • Total Assets Under Management
    904,301
    MILLIONS
  • Total Number of Accounts
    1,863,328
    ACCOUNTS
  • Average Account Value
    $485,315
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 investment companies (as well as "business development companies")
  • 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, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.