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Craig Mckenzie

26 Years of Experience
Washington, DC
Broker

Craig Mckenzie is a registered investment advisor at Morgan Stanley, based in Washington, DC, with 26 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

1747 Pennsylvania Avenue NorthWest, Street 900, Washington, DC, 20006

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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

Craig is the owner and certified personal trainer at Dynamic Force Fitness and Training Solutions since 2012, spending about 10-20% of his time developing fitness and training solutions. He is also a co-owner and trainer at Triad Fitness Solutions, an Uber driver, and a partner/owner in Cro's Nest LLC (real estate), dedicating minimal time to each of these activities.

Employment History
Current Registrations
Morgan Stanley
October 2013 - Present · 12 yrs 7 mos
Morgan StanleyBroker
October 2013 - Present · 12 yrs 7 mos
Previous Registrations
Citigroup Global Markets INC.
November 2007 - October 2013 · 5 yrs 11 mos
Citigroup Global Markets INC.Broker
May 2007 - October 2013 · 6 yrs 5 mos
Citicorp Investment ServicesBroker
April 2007 - May 2007 · 1 mo
Legg Mason Wood Walker, IncorporatedBroker
November 1999 - May 2005 · 5 yrs 6 mos
Salomon Smith Barney INC.Broker
March 1998 - November 1999 · 1 yr 8 mos
First Investors CorporationBroker
July 1995 - August 1995 · 1 mo
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Craig Mckenzie - Financial Advisor | TrueAdvisor