Bryce Mcconnell is a registered investment advisor at Morgan Stanley, based in San Rafael, CA, 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
Loading...
Location
1101 5th AVENUE, Suite 275, San Rafael, CA, 94901
Get directionsHistory
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.
Learn about disclosures →Employment History
Current Registrations
Morgan StanleyBroker
September 2016 - Present · 9 yrs 8 mos
Morgan Stanley
September 2016 - Present · 9 yrs 8 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2009 - September 2016 · 6 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2009 - September 2016 · 6 yrs 11 mos
Banc of America Investment Services, INC.Broker
December 2004 - October 2009 · 4 yrs 10 mos
Banc of America Investment Services, INC.
December 2004 - October 2009 · 4 yrs 10 mos
Piper Jaffray & CO.
March 2004 - December 2004 · 9 mos
Piper Jaffray & CO.Broker
March 2004 - December 2004 · 9 mos
Morgan Stanley
July 2001 - March 2004 · 2 yrs 8 mos
Morgan Stanley Dw INC.Broker
March 2001 - March 2004 · 3 yrs
State Registrations22 states
CACOFLHIILLAMDMIMNMTNCNENHNJNVNYORPATXVAWAWY
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.