MC
MC

Marc Cram

32 Years of Experience
Richmond, VA
Broker

Marc Cram is a registered investment advisor at Morgan Stanley, based in Richmond, VA, with 32 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

901 East Byrd Street, Suite 2000, Richmond, VA, 23219

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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

Marc is a partner at The Wine Whisperer LLC, a retail/online store, and president of Palindrome Holdings, LLC, a restaurant holding company. He is also an officer at Vino Whisperer LLC (restaurant/bar) and involved in real estate property management, dedicating a few hours per week to these activities.

Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
February 2006 - June 2009 · 3 yrs 4 mos
Citigroup Global Markets INC.Broker
February 2006 - June 2009 · 3 yrs 4 mos
Legg Mason Wood Walker, IncorporatedBroker
October 2004 - February 2006 · 1 yr 4 mos
Legg Mason Wood Walker INC
October 2004 - February 2006 · 1 yr 4 mos
Davenport & Company LLC
September 2000 - October 2004 · 4 yrs 1 mo
Davenport & Company LLCBroker
August 1994 - October 2004 · 10 yrs 2 mos
Mimlic Sales CorporationBroker
May 1993 - September 1994 · 1 yr 4 mos
State Registrations35 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Marc Cram - Financial Advisor | TrueAdvisor