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.
Applicants must be Morgan Stanley or Graystone Consulting Financial Advisors who meet the membership standards:
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.
NON-Qualified Financial Advisor
For those applicants that do not meet the requirements as listed for Financial Advisor members, please contact us at email@example.com. 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.