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Brian Mackert

21 Years of Experience
Westlake, OH
Broker

Brian Mackert is a registered investment advisor at Morgan Stanley, based in Westlake, OH, with 21 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

159 Crocker Park Boulevard, Suite 460, Westlake, OH, 44145

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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.

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Other Business Activities

Brian owns rental property in Isle of Palms, South Carolina, since 2017. He dedicates minimal time to this investment-related activity.

Employment History
Current Registrations
Morgan Stanley
April 2012 - Present · 14 yrs 1 mo
Morgan StanleyBroker
April 2012 - Present · 14 yrs 1 mo
Previous Registrations
UBS Financial Services INC.
April 2007 - May 2012 · 5 yrs 1 mo
UBS Financial Services INC.Broker
March 2007 - May 2012 · 5 yrs 2 mos
Mcdonald Investments INC.Broker
July 2004 - March 2007 · 2 yrs 8 mos
State Registrations33 states
ALAZCACOCTDCDEFLGAILINKYLAMAMDMEMIMONCNHNJNYOHPARISCTNTXUTVAVTWAWV
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.
Brian Mackert - Financial Advisor | TrueAdvisor