Nancy Abernathy, financial advisor Poplar Bluff MO
93 score

Nancy Abernathy

CRD Number: 1361829
Current Firm: Morgan Stanley

Nancy Abernathy (CRD# 1361829) is an Investment Advisor Representative working at Morgan Stanley in Poplar Bluff, MO and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Smith Barney Poplar Bluff, MO Jun 2009 - Current 7
Citigroup Global Markets Inc. Poplar Bluff, MO Sep 2006 - Jun 2009 2
A. G. Edwards & Sons, Inc. Champaign, IL Jan 1992 - Sep 2006 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1985
S66 NASAA Uniform Combined State Law Examination Apr 2007
Contact Info for Nancy L. Abernathy
Phone Number: 914-225-5510
Registered State(s):
  • MO
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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