MG
MG
Mark Grace is a registered investment advisor at Morgan Stanley, based in San Francisco, CA, with 38 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
101 California Street 23rd Floor, San Francisco, CA, 94111
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Regulatory History (1)
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Customer Dispute
November 2002Denied
Other Business Activities
Mark is involved in several real estate ventures, including Havblik Hus LLC (since 2015) and Rount Manier Farm LLC (since 2023), and Old Mill (since 2024). These activities involve minimal time commitment outside of business hours.
Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Morgan Stanley
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
November 2007 - June 2009 · 1 yr 7 mos
Morgan Stanley & CO. Incorporated
November 2007 - June 2009 · 1 yr 7 mos
Citigroup Global Markets INC.
July 1997 - November 2007 · 10 yrs 4 mos
Citigroup Global Markets INC.Broker
January 1990 - November 2007 · 17 yrs 10 mos
Prudential-Bache Securities INC.Broker
July 1987 - November 1989 · 2 yrs 4 mos
State Registrations22 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.