Next-Gen + Best-in-State · rank 213 · New York, New York · listed firm: Morgan Stanley Private Wealth Management
Logo asset (hotlink-protected, view at source): https://advisor.morganstanley.com/permanent-b0b701/assets/images/logo.85739d37.svg
Identity & firm
- Firm — Morgan Stanley Private Wealth Management (high)
- “GRIFFIN ROBERT MCQUILLING” — sec_finra_regulatory
- “Griffin McQuilling is a Managing Director with The Magellan Group within Morgan Stanley, where he leads team strategy, helping to align the group's efforts and resources towards delivering optimal outcomes for clients.” — firm_official
- Parent company — Morgan Stanley (high)
- “Located in Morgan Stanley's global headquarters in New York City, our team of 16 investment professionals conceive, design, implement and monitor bespoke wealth management plans for a select group of high-net worth indiv” — firm_official
- Firm type — wirehouse (high)
- “GRIFFIN ROBERT MCQUILLING” — sec_finra_regulatory
- Team name — The Magellan Group (high)
- “Our team derives its name from the inspiration of Magellan.” — firm_official
- Team size — 16 (high)
- “Located in Morgan Stanley's global headquarters in New York City, our team of 16 investment professionals conceive, design, implement and monitor bespoke wealth management plans for a select group of high-net worth indiv” — firm_official
- CRD — 6352677 (high)
- “GRIFFIN ROBERT MCQUILLING” — sec_finra_regulatory
- Years experience — 10 (medium)
- “GRIFFIN ROBERT MCQUILLING” — sec_finra_regulatory
- “Griffin began his career in the financial services industry with Credit Suisse's Private Banking Division before joining Morgan Stanley Private Wealth Management in 2015.” — firm_official
- Designations — — (medium)
- “Griffin McQuilling - Managing Director, Private Wealth Advisor” — firm_official
- “Griffin has also gone on to earn his MBA in Asset Management from Yale School of Management.” — firm_official
Book of business
- Team AUM ($M) — 9800 (high)
- “Team Assets (Custodied): $9.8B” — forbes_shook
- Account minimum ($M) — 10 (high)
- “Minimum Account Size for New Business: $10M” — forbes_shook
- Typical client net worth ($M) — 50 (high)
- “Typical Net Worth of Relationships: $50-500M” — forbes_shook
- Client niche — ultra-high-net-worth families, private foundations and generational trusts (high)
- “Located in Morgan Stanley's global headquarters in New York City, our team of 16 investment professionals conceive, design, implement and monitor bespoke wealth management plans for a select group of high-net worth indiv” — firm_official
- Custodians — gap: not_applicable
- Fee model — fee_plus_commission (medium)
- “GRIFFIN ROBERT MCQUILLING” — sec_finra_regulatory
Positioning & marketing
- Website url — https://advisor.morganstanley.com/the-magellan-group (high)
- “Delivering the experience, resources and personalized service needed to help affluent families address their most complex wealth management issues.” — firm_official
- Value proposition (verbatim) — Delivering the experience, resources and personalized service needed to help affluent families address their most complex wealth management issues. (high)
- “Delivering the experience, resources and personalized service needed to help affluent families address their most complex wealth management issues.” — firm_official
- Differentiators — Bespoke plans conceived, designed, implemented and monitored in-house by a 16-person team, Deliberately selective client base — "a select group of high-net worth individuals", Depth in asset allocation, manager search and selection, risk management and tax-efficient investing, Alternative investments expertise via dedicated Alternative Investments Directors, Located in Morgan Stanley's global headquarters, serving families, private foundations and generational trusts (high)
- “Located in Morgan Stanley's global headquarters in New York City, our team of 16 investment professionals conceive, design, implement and monitor bespoke wealth management plans for a select group of high-net worth indiv” — firm_official
- “The team members are dedicated to and experienced in asset allocation, investment manager search and selection, risk management, and tax efficient investing.” — firm_official
- Content marketing — occasional (medium)
- “There's more to charitable giving than you may realize. Here's one method that may be a tax-efficient way to give and can help maximize your impact.” — firm_official
- Has podcast — no (medium)
- “Bringing you engaging stories and key insights surrounding the complexities associated with significant wealth.” — firm_official
- Books published — 0 (medium)
- “Outside of his professional work, Griffin is an active mentor with Student Sponsor Partners, a nonprofit organization that supports at-risk students in New York City. He is also an avid golfer, participates in a handful ” — firm_official
- Linkedin url — https://www.linkedin.com/in/griffin-mcquilling-1b88105a/ (medium)
- “Griffin McQuilling - Morgan Stanley Private Wealth Management | LinkedIn” — social_or_third_party_db
- Social presence — gap: not_found_after_search
- Press awards — Barron's Top 250 Private Wealth Management Teams 2024-2026, Barron's Top 100 Private Wealth Management Teams 2021-2023, Barron's Top 100 Financial Advisors 2022, 2026, Barron's Top 1,500 Financial Advisors: State-by-State 2026 (high)
- “The Magellan Group's has been recognized by Barron's as one of the nation's top 250 Private Wealth Management teams in 2024-2026 and by Forbes as a Top Wealth Management Team for 2023-2026.” — firm_official
Visual brand
- Has distinct logo — no (high)
- Logo url — https://advisor.morganstanley.com/permanent-b0b701/assets/images/logo.85739d37.svg (high)
- Visual brand notes — Morgan Stanley corporate template: navy and white with the Morgan Stanley wordmark, clean sans-serif type, wide hero photography and a formal group team portrait. No team-specific palette or mark. (high)
