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Margaret Ann Ginder

Investment adviser representative at Morgan Stanley
14 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$2TFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat feeCommissionsPerformance-basedOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

14 years in the industry.

  1. Morgan Stanley Private Bank, N.ASep 2024 to now
  2. Morgan StanleyAug 2024 to now
  3. Morgan Stanley Smith Barney LLCAug 2024 to now
  4. City National BankNov 2020 to Aug 2024
  5. RBC Capital Markets, LLCJul 2012 to Aug 2024

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2013

State registrations

Registered as an investment adviser representative in 2 states (TX, WA).

Morgan Stanley

Legal name: Morgan Stanley Smith Barney LLC

$2TAssets managed
2,703,720Clients
23,165Advisers
17 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
6107572
Firm CRD
149777
Advisor's SEC record (opens in a new tab)
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