Neil Menzies is a registered investment advisor at Morgan Stanley, based in Pleasanton, 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
4309 Hacienda Drive, Suite 200, Pleasanton, CA, 94588
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Neil is a board member of The Meg Foundation, a non-profit charitable organization, since 2016. He spends minimal time on accounting/bookkeeping, check signing/funds disbursements, and fundraising activities for the foundation.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations36 states
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