CM
CM

Cameron Macintosh

30 Years of Experience
Sandy, UT
Broker

Cameron Macintosh is a registered investment advisor at Morgan Stanley, based in Sandy, UT, with 30 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

200 West Civic Center Drive, Sandy, UT, 84070

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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

Cameron is a sole proprietor/owner of a rental property in Salt Lake City since 2011. He spends minimal time on this activity after business hours.

Employment History
Current Registrations
Morgan Stanley
September 2023 - Present · 2 yrs 8 mos
Morgan StanleyBroker
September 2023 - Present · 2 yrs 8 mos
Previous Registrations
E*trade Capital Management, LLC
January 2012 - September 2023 · 11 yrs 8 mos
E*trade Securities LLCBroker
December 2011 - September 2023 · 11 yrs 9 mos
Wells Fargo Advisors, LLCBroker
January 2011 - December 2011 · 11 mos
Wells Fargo Investments, LLCBroker
August 2003 - January 2011 · 7 yrs 5 mos
Seattle-Northwest Securities CorporationBroker
April 2002 - February 2003 · 10 mos
AXA Advisors, LLCBroker
June 2001 - February 2002 · 8 mos
Goldman, Sachs & CO.Broker
December 2000 - April 2001 · 4 mos
Fidelity Brokerage Services LLCBroker
September 1995 - November 2000 · 5 yrs 2 mos
Equico Securities, INC.Broker
July 1994 - May 1995 · 10 mos
The Equitable Life Assurance Society of the United StatesBroker
July 1994 - May 1995 · 10 mos
State Registrations1 state
UT
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.