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Thomas Mccann

39 Years of Experience
La Jolla, CA
Broker

Thomas Mccann is a registered investment advisor at Morgan Stanley, based in La Jolla, CA, with 39 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

1111 Prospect Street, La Jolla, CA, 92037

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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

Thomas is a board member and on the investment committee for Honoring Our Veterans, a charitable organization. He spends minimal time on this activity, which involves investment decisions and advice.

Employment History
Current Registrations
Morgan StanleyBroker
April 2013 - Present · 13 yrs 3 mos
Morgan Stanley
April 2013 - Present · 13 yrs 3 mos
Morgan Stanley
April 2013 - Present · 13 yrs 3 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 1994 - April 2013 · 18 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 1986 - April 2013 · 26 yrs 7 mos
State Registrations44 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.