Tina Monaghan, financial advisor New Brunswick NJ
93 score

Tina Monaghan

CRD Number: 1321636
Current Firm: Morgan Stanley

Tina Monaghan (CRD# 1321636) is an Investment Advisor Representative working at Morgan Stanley in New Brunswick, NJ and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley New Brunswick, NJ Oct 2015 - Current 1
Morgan Stanley New Brunswick, NJ May 2014 - Oct 2015 1
Morgan Stanley New Brunswick, NJ May 2010 - May 2014 4
Unemployed Madison, NJ Feb 2009 - May 2010 1
Citigroup Global Markets Inc. Florham Park, NJ Jan 1994 - Feb 2009 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1985
S65 NASAA Investment Advisors Law Examination Apr 2005
Contact Info for Tina M. Monaghan
Phone Number: 914-225-5510
Registered State(s):
  • NJ
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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