Conor E Mccusker
Investment adviser representative at Morgan Stanley
11 yearsExperience
4 statesRegistered in
$2TFirm assets
17 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 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
11 years in the industry.
- Morgan StanleyJul 2023 to now
- Bucknell UniversityAug 2022 to May 2023
- Morgan StanleyJun 2022 to Aug 2022
- Bucknell UniversityAug 2021 to May 2022
- Nfluence PartnersJun 2021 to Aug 2021
- Bucknell UniversityAug 2020 to May 2021
- Advnc LacrosseJun 2020 to Aug 2020
- Bucknell UniversityAug 2019 to May 2020
- Advnc LacrosseMay 2019 to Aug 2019
- Menlo SchoolAug 2015 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 4 states (DC, NY, TX, VA).
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
- 7537342
- Firm CRD
- 149777