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Marcus Mcclanahan

Morgan Stanley
23 Years of Experience
Tuscaloosa, AL
1 DisclosureBroker
View SEC Summary
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Marcus Mcclanahan is a registered investment advisor at Morgan Stanley, based in Tuscaloosa, AL, with 23 years of industry experience. Marcus 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.

Morgan Stanley
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23172 advisors
Number of Clients
2,703,720 clients
Average Client Portfolio
$726K average
Assets Under Management
$1961.9B

Fee Structure

Investment management only (planning not offered)

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.

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Location

1470 Northbank Parkway, Suite 280, Tuscaloosa, AL, 35406

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History

Regulatory History (1)
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Criminal
July 2022
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Marcus is the league director for the Miracle League of Tuscaloosa and a color commentator for Alabama baseball games through CSS and Crimson Tide Productions. He is also a board member for the A-Club Alumni Association, dedicating minimal time during business hours.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 17 yrs 4 mos
Morgan StanleyBroker
June 2009 - Present · 17 yrs 4 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
April 2008 - June 2009 · 1 yr 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2008 - June 2009 · 1 yr 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2004 - April 2008 · 4 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2003 - April 2008 · 4 yrs 9 mos
State Registrations36 states
ALARAZCACOCTDEFLGAHIILINKSKYLAMAMDMIMOMSNCNJNVNYOHPARISCSDTNTXUTVAWAWIWY
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.
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