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APIC is a not-for-profit association, organized, managed and funded entirely by Morgan Stanley Financial Advisors (FA).

Financial Advisor members may join as a Full Voting Member, or if qualified, as a Junior (under 40) Member. Additional membership options are available for non-FA members below.

Begin the application process by scrolling to the bottom of this page.





Membership Types

Financial Advisor

Applicants must be Morgan Stanley or Graystone Consulting Financial Advisors who meet the membership standards:

  1. Applicants must be Morgan Stanley or Graystone Consulting Financial Advisors in good standing
  2. Have attained one of the following mandatory titles or designations:
    Institutional Consulting Director (ICD),  Corporate Client Group Director (CCG), Accredited Investment Fiduciary (AIF), Senior Investment Management Consultant (SIMC), Senior Institutional Consultant (SIC), Private Wealth Advisor (PWA), Certified Investment Management Analyst (CIMA), Certified Private Wealth Advisor (CPWA), Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA), Certified Financial Planner (CFP), Family Wealth Director (FWD), Certified Portfolio Manager (CPM)
  3. Must agree to uphold the existing ethical requirements of the above designations.
  4. Must be in the Top 2 Quintiles for Gross Revenue and the First Quintile for % CG Revenue (as reported at time of application in My Practice)

Benefits

  • Vote on the board of directors each year and other issues that may come before the members from time to time/li>
  • Eligible to serve on the board of directors
  • Full access to the website and resources of APIC
  • Participation in committee activities
  • Reduced conference fees
  • May invite team members to attend the annual conference.

Dues:
$450 per year
$350 per year for advisors under 40 with less than 8 years of experience.

TEAM MEMBERSHIPS

APIC now offers team memberships. Any Financial Advisor member may elect to offer a membership to their entire team.

All team members must serve under the same practice name, but may be of any job function, i.e. CSA, FAA, FA, Partner, Etc.

The primary FA for a team membership must meet the eligibility requirements for a Financial Advisor member as stated above.

Existing members may upgrade their membership under their profile page after logging into the website.

Dues:
$900 per year

NON-Qualified Financial Advisor

For those applicants that do not meet the requirements as listed for Financial Advisor members, please contact us at info@apicms.org. Applicants will be asked to complete a questionnaire and participate in a phone interview to determine eligibility.

Non-Producing Firm Management

APIC also welcomes the participation of members of firm management who wish to support APIC and participate in its activities. Firm management members must be non-producing in their roles.

Benefits

  • Full access to the web site and resources of APIC
  • Participation in committee activities

Dues:  Free.

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