Sara G Mchugh
Investment adviser representative at Morgan Stanley Investment Management Inc.
17 yearsExperience
1 stateRegistered in
$702.2BFirm assets
45 yearsFirm in business
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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 feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Seminars and workshops
Experience
17 years in the industry.
- Eaton Vance Distributors, Inc.Apr 2022 to now
- Morgan Stanley Investment Management Inc.Feb 2022 to now
- Morgan Stanley Distribution Inc.Oct 2021 to Apr 2022
- Morgan Stanley Smith Barney LLCAug 2020 to Oct 2021
- Morgan Stanley & Co., LLCMay 2018 to Oct 2021
- Smbc Nikko Securities America, Inc.Jul 2017 to May 2018
- Syracuse UniversityAug 2014 to May 2017
- Fft ModelsSep 2009 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
State registrations
Registered as an investment adviser representative in 1 state (NY).
Morgan Stanley Investment Management Inc.
$702.2BAssets managed
22,803Clients
20Advisers
45 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
- 6821856
- Firm CRD
- 110353