BM
BM

Brian Mckinney

29 Years of Experience
Tulsa, OK
Broker

Brian Mckinney is a registered investment advisor at Morgan Stanley, based in Tulsa, OK, with 29 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

2200 South Utica Place, Suite 500, Tulsa, OK, 74114

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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

Brian is the sole proprietor/owner of BMAC PEP, LLC, an investment/finance/banking business in Tulsa, Oklahoma, since February 2024. He dedicates minimal time to this activity.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
June 2002 - June 2009 · 7 yrs
Citigroup Global Markets INC.Broker
June 2002 - June 2009 · 7 yrs
Morgan Stanley
October 2000 - July 2002 · 1 yr 9 mos
Morgan Stanley Dw INC.Broker
September 1999 - July 2002 · 2 yrs 10 mos
Arvest Investments, INC.Broker
March 1997 - September 1999 · 2 yrs 6 mos
State Registrations37 states
AKALARAZCACOCTDCDEFLGAHIILINKSLAMAMIMNMOMTNCNJNMNVNYOHOKORPASCTNTXVAWAWIWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.