Get the most out of APIC
The best way to get the most from APIC is to get involved!
Our podcast where in-depth discussions expose you to the inner-workings of success
Office Hours
Quarterly open discussion forums to interact with your fellow members, idea share, and problem solve together
Webinars built by our members to help each other
learn & grow.
Membership Directory
Find other members to partner with, inquire as to best practices, or expand your reach
"DougE" Due Diligence
Named after past president Doug Berger, these unique Due Diligence meetings merge asset manager intelligence with APIC member perspective
When the power of APIC comes together in an exciting forum for you to meet and interact with your fellow members.
Our Members Speak For Us
Want to learn more about APIC? We're happy to connect you with current members to learn more about the impact APIC can make in your practice. The membership committee works
APIC has opened my eyes to a whole world of thought leadership and community within Morgan Stanley. I feel so lucky to be a part of this organization and have the support from people who want to see me succeed as a young professional.
– Madison Lieberman - Los Angeles
Membership Types
APIC Offers 3 Distinctive Options for Membership
Individual Advisors
Consider a Financial Advisor membership if you are a sole practitioner, or wish to be the only member of your team to have access to APIC.
Teams
Team memberships allow an FA to bring their entire team into APIC.
Firm Management
In recognition of the generous support provided to APIC by Morgan Stanley, the organization offers complimentary memberships to non-producing Firm Management.
Annual Dues $550
Annual Dues $1100
Complimentary
Membership Requirements
-
Advisors and Primary Team Members must be Morgan Stanley or Graystone Consulting Financial Advisors in good standing with the firm
-
Must be in the Top 2 Quintiles for Gross Revenue, and have greater than 60% Recurring Revenue (as reported at time of application in My Practice). This requirement is waived for Graystone applicants.
-
Must meet the designation requirements listed below
-
Must adhere to the ethical requirements of their designations
-
Must have a clean U4.
Designation Requirements:
Primary applicants must have attained one of the following Industry or Internal designations, or alternatively, must have attained two of the alternative designations from the list below.
INTERNAL DESIGNATIONS
Founders Specialist Designation (FSD)
Institutional Consulting Director (ICD)
National Strategic Partner (NSP)
Senior Institutional Consultant (SIC)
Senior Investment Management Consultant (SIMC)
Global Sports & Entertainment Director (GSE-D)
INDUSTRY DESIGNATIONS
Certified Investment Management Analysts (CIMA)
Certified Private Wealth Advisor (CPWA)
Chartered Financial Analyst (CFA)
Chartered Alternative Investment Analysts (CAIA)
Chartered Advisor in Philanthropy (CAP)
Certified Financial Planner (CFP)
ALTERNATIVE DESIGNATIONS
(must possess one from Group A, and one from Group B)
GROUP A
Family Wealth Director
Financial Planning Specialist
Corporate Retirement Director
GROUP B
Senior Portfolio Manager
Lending Director
Alternative Investments Director
Insurance Planning Director