Next-Gen + Best-in-State · rank 130 · New York, New York · listed firm: Morgan Stanley Wealth Management
Identity & firm
- Firm — Morgan Stanley (high)
- “MORGAN STANLEY CRD# 149777 Registered Since 05/15/2015” — sec_finra_regulatory
- Parent company — Morgan Stanley (high)
- “MORGAN STANLEY CRD# 149777 Registered Since 05/15/2015” — sec_finra_regulatory
- Firm type — wirehouse (high)
- “"currentEmployments": [{"firmId": 149777, "firmName": "MORGAN STANLEY", "iaOnly": "N", "registrationBeginDate": "5/15/2015", "firmBCScope": "ACTIVE", "firmIAScope": "ACTIVE", "iaSECNumber": "70103", "iaSECNumberType": "8” — sec_finra_regulatory
- Team name — The McGee and Ennis Group (high)
- “Group: The McGee & Ennis Group” — forbes_shook
- Team size — gap: not_found_after_search
- CRD — 5801689 (high)
- “NOAH MATTHEW ENNIS (CRD# 5801689)” — sec_finra_regulatory
- Years experience — 14 (high)
- “"basicInformation": {"individualId": 5801689, "firstName": "NOAH", "middleName": "MATTHEW", "lastName": "ENNIS", "otherNames": ["NOAH ENNIS"], "bcScope": "Active", "iaScope": "Active", "daysInIndustryCalculatedDate": "9” — sec_finra_regulatory
- Designations — CFP, other:CEPA (medium)
- “Noah Ennis, CFP®, CEPA - Morgan Stanley | LinkedIn” — social_or_third_party_db
Book of business
- Team AUM ($M) — 2000 (high)
- “Team Assets (Custodied): $2B” — forbes_shook
- Account minimum ($M) — 5 (high)
- “Minimum Account Size for New Business: $5M” — forbes_shook
- Typical client net worth ($M) — 150 (high)
- “Typical Net Worth of Relationships: $10-150M” — forbes_shook
- Client niche — gap: not_found_after_search
- Custodians — gap: not_applicable
- Fee model — fee_plus_commission (medium)
- “"currentEmployments": [{"firmId": 149777, "firmName": "MORGAN STANLEY", "iaOnly": "N"” — sec_finra_regulatory
Positioning & marketing
- Website url — https://advisor.morganstanley.com/the-mcgee-and-ennis-group (high)
- “The McGee and Ennis Group | New York, NY | Morgan Stanley Wealth Management” — firm_official
- Value proposition (verbatim) — gap: not_found_after_search
- Differentiators — gap: not_found_after_search
- Content marketing — gap: not_found_after_search
- Has podcast — gap: not_found_after_search
- Books published — gap: not_found_after_search
- Linkedin url — https://www.linkedin.com/in/noah-ennis-cfp%C2%AE-cepa-77747817/ (medium)
- “Noah Ennis, CFP®, CEPA - Morgan Stanley | LinkedIn” — social_or_third_party_db
- Social presence — gap: not_found_after_search
- Press awards — gap: not_found_after_search
Visual brand
- Has distinct logo — gap: not_found_after_search
- Logo url — gap: not_found_after_search
- Visual brand notes — gap: not_found_after_search