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Todd Mckee is a registered investment advisor at Morgan Stanley, based in Beverly Hills, CA, 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
9665 Wilshire Boulevard, Suite 600, Beverly Hills, CA, 90212
Get directionsHistory
Regulatory History (1)
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Customer Dispute
May 2001Settled
Other Business Activities
Todd is an actor and receives residuals. He also has a real estate partnership and spends minimal time on property management.
Employment History
Current Registrations
Morgan Stanley
June 2023 - Present · 2 yrs 11 mos
Morgan StanleyBroker
June 2023 - Present · 2 yrs 11 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 1999 - June 2023 · 23 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 1999 - June 2023 · 23 yrs 11 mos
State Registrations15 states
AZCAHIILMDMEMONCNENVNYORPATNTX
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.