KM
KM

Kirk Mccaw

21 Years of Experience
Wellesley, MA
Broker

Kirk Mccaw is a registered investment advisor at Morgan Stanley, based in Wellesley, MA, 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

112 Worcester Street, Wellesley, MA, 02481

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Kirk is an owner/landlord of real estate in Jacksonville, Florida, since 2012. He dedicates minimal time to property management outside of business hours.

Employment History
Current Registrations
Morgan StanleyBroker
September 2022 - Present · 3 yrs 8 mos
Morgan Stanley
September 2022 - Present · 3 yrs 8 mos
Previous Registrations
E*trade Capital Management, LLC
October 2015 - September 2022 · 6 yrs 11 mos
E*trade Securities LLCBroker
September 2015 - September 2022 · 7 yrs
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2014 - October 2015 · 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2014 - October 2015 · 10 mos
Strategic Advisers, INC.
January 2008 - November 2014 · 6 yrs 10 mos
Fidelity Brokerage Services LLCBroker
November 2006 - November 2014 · 8 yrs
Merrill Lynch Pierce Fenner & Smith INC.
January 2005 - September 2006 · 1 yr 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2004 - September 2006 · 1 yr 9 mos
State Registrations34 states
AKALAZCACOCTDCDEFLGAHIIAILINLAMAMDMEMIMNMTNCNHNJNVNYOHPARISCTXVAVTWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.