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Aaron Mcintyre
33 Years of Experience
Newtown Square, PA
3 DisclosuresBroker
Aaron Mcintyre is a registered investment advisor at Morgan Stanley, based in Newtown Square, PA, with 33 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
3803 West Chester Pike, Suite 200, Newtown Square, PA, 19073
Get directionsHistory
Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 2002Denied
Customer Dispute
May 2002Withdrawn
Customer Dispute
June 2001Settled
Other Business Activities
Aaron is a board member for Pennsbury Township's Fire/Emergency Medical Services since 2018. This takes minimal time outside of business hours.
Employment History
Current Registrations
Morgan Stanley
July 2013 - Present · 12 yrs 10 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.Broker
July 1993 - June 2009 · 15 yrs 11 mos
Lehman Brothers INC.Broker
April 1992 - July 1993 · 1 yr 3 mos
State Registrations14 states
AZCADEFLMDMONCNJNYOHPATNVAWA
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.