Marvin Mcintyre
Marvin Mcintyre is a registered investment advisor at Morgan Stanley, based in Naples, FL, with 58 years of industry experience. Marvin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
Naples, FL
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Regulatory History (2)
Customer Dispute
August 2010Regulatory
July 1993Other Business ActivitiesSells Insurance
Marvin is involved in several outside business activities, including tax planning through Tax Planning Ass. Inc. and writing books. He also has real estate investments through WILMAC, Inc. and MacWil, LLC, and serves as a trustee for a trust.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Morgan Stanley
Previous Registrations
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
Legg Mason Wood Walker INC
Legg Mason Wood Walker, IncorporatedBroker
Legg Mason Masten INC.Broker
Legg Mason Wood Walker, IncorporatedBroker
State Registrations47 states
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
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