MD
CFP
MD
CFP
Mark Decunha is a CFP-designated registered investment advisor at Morgan Stanley, based in Irvine, CA, with 23 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
1901 Main Street, Suite 700, Irvine, CA, 92614
Get directionsHistory
Regulatory History (3)
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Customer Dispute
August 2010Settled
Customer Dispute
March 2008Settled
Customer Dispute
March 2008Settled
Other Business Activities
Mark is the owner of DeCunha Family Trust real estate in Irvine and West Hollywood, dedicating minimal time to property management. He is also the treasurer for The Oaks Farms Maintenance Corporation homeowners association, spending a few hours per week on administrative tasks.
Employment History
Current Registrations
Morgan Stanley
February 2019 - Present · 7 yrs 5 mos
Morgan StanleyBroker
February 2019 - Present · 7 yrs 5 mos
Previous Registrations
J.P. Morgan Securities LLC
June 2009 - February 2019 · 9 yrs 8 mos
J.P. Morgan Securities LLCBroker
June 2009 - February 2019 · 9 yrs 8 mos
UBS Financial Services INC.
October 2002 - July 2009 · 6 yrs 9 mos
UBS Financial Services INC.Broker
September 2002 - July 2009 · 6 yrs 10 mos
State Registrations29 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.