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Membership
Membership FAQ
Join APIC
Awards
Events
2022 Annual Conference
2022 Agenda
Join APIC
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Membership Types
Financial 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.
Benefits
Full Access to the APIC Website & Member Directory.
Invites to APIC Douggie Events
Invites to APIConnect Calls
Participation on APIC Topical Committees
Access to APICRadio
Reduced Conference Registration – $695
May bring team members to the conference – $895ea
Requirements
Applicants must be Morgan Stanley or Graystone Consulting Financial Advisors in good standing
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)
Must agree to uphold the existing ethical requirements of the above designations.
Must be in the Top 2 Quintiles for Gross Revenue, and have >60% Recurring Revenue (as reported at time of application in My Practice). This requirement is waived for Graystone and NSP applicants.
Yearly Dues
Financial Advisor
$450
Financial Advisor Under 40
$350
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Team Membership
Team memberships allow an FA to bring their entire team into APIC.
Benefits
Full Access to the APIC Website & Member Directory for all team members.
Invites to APIC Douggie Events for all team members
Invites to APIConnect Calls for all team members
Participation on APIC Topical Committees for all team members
Access to APICRadio for all team members
Reduced Conference Registration – $695 for all team members
Requirements
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 Members.
Yearly Dues
Team Membership
$900
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Non-Producing Firm Management
In recognition of the generous support provided to APIC by Morgan Stanley, the organization offers complimentary memberships to non-producing Firm Management.
Benefits
Full Access to the APIC Website & Member Directory
Invites to APIConnect Calls
Requirements
Applicant may not be revenue-producing, i.e. may not directly service accounts.
Management attendees at the annual conference are charged $995 to attend to cover the cost . to the organization. Travel is additional.
Applicants are asked to participate in the APIC mmeber directory by providing subject matter expertise or proficiency, and making themselves available to current APIC members on those topics.
Yearly Dues
Firm Management
Complimentary
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