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Mark Mccooey

24 Years of Experience
New York, NY
Broker

Mark Mccooey is a registered investment advisor at Morgan Stanley, based in New York, NY, with 24 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

399 Park Avenue, 12th Floor, New York, NY, 10022

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Mark is involved with Cottage 66 LLC, a rental property, and is a board member at Westchester Country Club. He also serves as a trustee/co-trustee for a trust, dedicating minimal time to this role.

Employment History
Current Registrations
Morgan Stanley
April 2013 - Present · 13 yrs 1 mo
Morgan StanleyBroker
April 2013 - Present · 13 yrs 1 mo
Previous Registrations
The Griswold Company, IncorporatedBroker
June 2001 - April 2013 · 11 yrs 10 mos
State Registrations44 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.
Mark Mccooey - Financial Advisor | TrueAdvisor