MS
MS

Mcree Smith

37 Years of Experience
Plano, TX
Broker

Mcree Smith is a registered investment advisor at Morgan Stanley, based in Plano, TX, with 37 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

7500 Dallas Parkway, Suite 500, Plano, TX, 75024

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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

Mcree serves as power of attorney in Denton, Texas, since January 2020, spending minimal time on this investment-related activity.

Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley Dw INC.Broker
June 2004 - April 2007 · 2 yrs 10 mos
Morgan Stanley
June 2004 - April 2007 · 2 yrs 10 mos
Citigroup Global Markets INC.
July 1993 - July 2004 · 11 yrs
Citigroup Global Markets INC.Broker
July 1993 - July 2004 · 11 yrs
Lehman Brothers INC.Broker
July 1988 - July 1993 · 5 yrs
State Registrations24 states
ARAZCADCFLGAHIIDILINKSLAMIMONCNMNVNYOHOKSCTXVAWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.