Margaret McLucas, financial advisor Poughkeepsie NY

Margaret McLucas

CRD Number: 2729560
Current Firm: Morgan Stanley

Margaret McLucas (CRD# 2729560) is an Investment Advisor Representative working at Morgan Stanley in Poughkeepsie, NY and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Poughkeepsie, NY Apr 2012 - Current 8
Morgan Stanley Kingston, NY Jun 2009 - Apr 2012 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2000
Contact Info for Margaret L. McLucas
Phone Number: 914-225-5510
Registered State(s):
  • 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

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