BM
BM

Brian Mcnew

25 Years of Experience
Washington, DC
1 DisclosureBroker

Brian Mcnew is a registered investment advisor at Morgan Stanley, based in Washington, DC, with 25 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

1775 I Street, North West, Suite 200, Washington, DC, 20006

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 2008
Closed-No Action
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
September 2008 - June 2009 · 9 mos
Morgan Stanley & CO. IncorporatedBroker
August 2008 - June 2009 · 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2003 - August 2008 · 5 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2003 - August 2008 · 5 yrs
Fsc Securities CorporationBroker
September 2000 - May 2003 · 2 yrs 8 mos
State Registrations44 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Brian Mcnew - Financial Advisor | TrueAdvisor