Dean Mccall is a registered investment advisor at Morgan Stanley, based in Duluth, MN, with 22 years of industry experience. Dean 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
11 East Superior Street, Suite 580, Duluth, MN, 55802
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Regulatory History (1)
Regulatory
July 2006Other Business Activities
Dean is an officer of the Toastmasters International Greysolol Club 217, a public speaking development club in Duluth, Minnesota. This activity requires minimal time and is not investment-related.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Citigroup Global Markets INC.Broker
State Registrations28 states
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
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