FM
FM

Forrest Mcneil

27 Years of Experience
New York, NY
Broker

Forrest Mcneil is a registered investment advisor at Morgan Stanley, based in New York, NY, with 27 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
Loading...

Location

1585 Broadway, Capital Markets, New York, NY, 10036

Get directions

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.

Learn about disclosures →
Other Business Activities

Forrest owns farmland in Riegelwood, North Carolina, related to agriculture and property management since 2006. This activity does not require a significant time commitment.

Employment History
Current Registrations
Morgan Stanley
May 2020 - Present · 6 yrs
Morgan StanleyBroker
July 2012 - Present · 13 yrs 10 mos
Previous Registrations
Citigroup Global Markets INC.Broker
September 1998 - July 2012 · 13 yrs 10 mos
Salomon Brothers INC.Broker
September 1998 - September 1998 · 0 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.