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Genevieve Kay McMaster

Morgan Stanley

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About Genevieve Kay McMaster

Genevieve Kay McMaster is a financial advisor at Morgan Stanley, a firm with a focus on both individual and institutional investment solutions. Genevieve has been registered as an investment advisor representative since 1998. Her experience spans various industries, including financial services and investment banking, as well as previous roles at companies such as Morgan Stanley & Co. Incorporated and Smith Barney Inc. Genevieve holds a Series 63, 65, 7 and 31 licenses and has a strong track record in providing financial advice to a diverse range of clients, from high-net-worth individuals and families to corporations and institutions.

Firm Information

Genevieve McMaster is currently registered with Morgan Stanley. Morgan Stanley is a Limited Liability Company based in PURCHASE, NY, formed in 2009. They offer a wide range of advisory services, including financial planning, pension consulting, educational seminars, and selection of other advisors. Their client base includes individuals, high-net-worth individuals, investment clubs, corporations, insurance companies, investment companies, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Morgan Stanley manages approximately $10 billion to $50 billion in assets. Their website addresses are HTTP://WWW.MORGANSTANLEYCLIENTSERV.COM and HTTP://WWW.MORGANSTANLEY.COM.
Morgan Stanley

2000 WESTCHESTER AVENUE

PURCHASE, NY 10577-2530

$1.40T

Assets Under Management

335,385

Total Clients

23,624

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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asset allocation advice

Asset allocation advice

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

See schedule d miscellaneous

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Genevieve McMaster’s Registration & Firm History

MI

12/12/2021 - Present

Morgan Stanley (Bloomfield Hills MI)

MI

06/01/2009 - 07/19/2022

MORGAN STANLEY (BIRMINGHAM MI)

MI

04/02/2007 - 06/01/2009

MORGAN STANLEY & CO. INCORPORATED (BLOOMFIELD HILLS MI)

MI

03/31/1997 - 04/02/2007

MORGAN STANLEY DW INC. (BLOOMFIELD HILLS MI)

NY

07/31/1993 - 04/03/1997

SMITH BARNEY INC. (NEW YORK NY)

NY

04/17/1989 - 07/31/1993

LEHMAN BROTHERS INC. (NEW YORK NY)

NA

03/20/1985 - 05/13/1987

JOHN HANCOCK DISTRIBUTORS, INC.

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Licenses & Designations

IA

Issued 09/18/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/11/1985

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/28/1997

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/01/2007

Series 31 - Futures Managed Funds Examination

BC

Issued 12/16/1989

Series 7 - General Securities Representative Examination

BC

Issued 03/19/1985

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Genevieve Kay McMaster.
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