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Morgan Keegan Fund Management, Inc. (St. Petersburg)


Morgan Keegan Fund Management, Inc. is a related adviser based in St. Petersburg. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Tennessee.

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Morgan Keegan Fund Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.


Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Morgan Keegan Fund Management, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Morgan Keegan Fund Management, Inc.

Thomas Jeter Mcquiston has been acting as President since 1 Nov 1988. Brent Patrick Nicks joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers



Name Entity Date acquired Ownership Employer ID
Thomas Jeter Mcquiston President 1 Nov 1988 Other 1242271
Charles Darryl Maxwell Secretary/treasurer 1 Nov 1988 Other 1492875
Joseph Clement Weller Director 1 Nov 1988 Other 462863
Inc. Mk Holding Direct owner, holding company 1 Mar 2001 75% - 100% 00-0000000
David Michael George Chief compliance officer 1 Oct 2004 Other 502709
Michele Lorraine Fowler Chief compliance officer 1 Apr 2006 Other 4534832
James Timothy Ritt Chief compliance officer 1 Mar 2008 Other 1836011
James Anthony Parrish Director 1 Mar 2008 Other 1421066
Cynthia Denise Morrison Chief compliance officer 1 Jan 2009 Other 3003956
Brent Patrick Nicks Compliance liaison 1 Jan 2009 Other 4067773
Robert Patrick Kruczek Director 1 Feb 2009 Other 2389311
William Arnot Geary Director 1 May 2012 Other 1680611
David Jonathan Wages Assistant secretary/treasuer 1 May 2012 Other 4451941
Taretha Ann Robinson Cco - investment advisory 1 Aug 2012 Other 4539081
Heather Diane Smith Cco - advisery 1 Sep 2012 Other 4349745
Anita Malek Kailing Assistant secretary 1 Nov 2012 Other 5342362
Tarek Helal President 1 Apr 2013 Other 4240999
Brent Patrick Nicks Chief compliance officer 1 Jul 2013 Other 4067773

Indirect Owners

The SEC currently registers 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
Regions Financial Corporation Indirect owner 1 Nov 2001 75% - 100% 63-0371391
Inc. Raymond James Financial Indirect owner 1 Apr 2012 75% - 100% 59-1517485

Based in St. Petersburg

The principal office where Morgan Keegan Fund Management, Inc. performs its advisory services is located at 880 Carillon Parkway, St. Petersburg, FL 33716, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 727-567-4331 or by fax 727-567-7509. The normal business hours are 8:30 a.m. to 4:30 p.m. on Monday - Friday. You can find more information about the New York firm at www.morgankeegan.com.


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