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Charles Mckinney

32 Years of Experience
Dallas, TX
Broker

Charles Mckinney is a registered investment advisor at Morgan Stanley, based in Dallas, TX, with 32 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

2121 North Pearl Street, Suite 500, Dallas, TX, 75201

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Charles is the chairman of Heroes Celebrity Baseball, a non-profit corporation, and the owner of Wind Voyager, LLC. He is also an investor in The Dunk Collection, an e-commerce company, and a board member of the Mark Cuban Heroes Recreational Centers Foundation, dedicating minimal time to administrative tasks.

Employment History
Current Registrations
Morgan StanleyBroker
December 2015 - Present · 10 yrs 9 mos
Morgan Stanley
December 2015 - Present · 10 yrs 9 mos
Previous Registrations
Credit Suisse Securities (USA) LLCBroker
September 2008 - December 2015 · 7 yrs 3 mos
Credit Suisse Securities (USA) LLC
September 2008 - December 2015 · 7 yrs 3 mos
UBS Financial Services INC.
August 2003 - October 2008 · 5 yrs 2 mos
UBS Financial Services INC.Broker
August 2003 - October 2008 · 5 yrs 2 mos
Goldman, Sachs & CO.Broker
March 1996 - September 2003 · 7 yrs 6 mos
First Cambridge CompanyBroker
January 1986 - June 1987 · 1 yr 5 mos
Hall Securities CorporationBroker
August 1984 - May 1985 · 9 mos
State Registrations30 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Charles Mckinney - Financial Advisor | TrueAdvisor