CM
CM
Craig Mccune is a registered investment advisor at Morgan Stanley, based in Scottsdale, AZ, with 40 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
Scottsdale, AZ
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Regulatory History (2)
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Customer Dispute
March 2003Denied
Customer Dispute
May 1999Settled
Employment History
Current Registrations
Morgan Stanley
April 2016 - Present · 10 yrs 1 mo
Morgan StanleyBroker
March 2016 - Present · 10 yrs 2 mos
Previous Registrations
Wells Fargo Advisors, LLC
March 2008 - April 2016 · 8 yrs 1 mo
Wells Fargo Advisors, LLCBroker
March 2008 - April 2016 · 8 yrs 1 mo
Ferris, Baker Watts Incorporated
December 2003 - March 2008 · 4 yrs 3 mos
Ferris, Baker Watts IncorporatedBroker
October 2003 - March 2008 · 4 yrs 5 mos
UBS Financial Services INC.
May 1999 - November 2003 · 4 yrs 6 mos
UBS Financial Services INC.Broker
March 1999 - November 2003 · 4 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 1985 - March 1999 · 13 yrs 7 mos
State Registrations32 states
AZCACOCTDCDEFLGAHIIDILINKSLAMAMDMEMIMNMONCNDNHNJNMNYPARISCTNTXVA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.