Glen Macdonald is a registered investment advisor at Morgan Stanley, based in New York, NY, with 16 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
One Penn Plaza, 43rd Floor, New York, NY, 10119
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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 Stanley
March 2021 - Present · 5 yrs 6 mos
Morgan StanleyBroker
March 2021 - Present · 5 yrs 6 mos
Previous Registrations
Wealthspire Advisors
September 2018 - March 2020 · 1 yr 6 mos
Wealthspire Capital, LLCBroker
September 2018 - March 2020 · 1 yr 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2014 - September 2018 · 3 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2014 - September 2018 · 3 yrs 10 mos
Hillview Capital Advisors, LLC
July 2013 - October 2014 · 1 yr 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2011 - April 2013 · 1 yr 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2011 - April 2013 · 1 yr 7 mos
Northwestern Mutual Investment Services,llc
November 2010 - June 2011 · 7 mos
Northwestern Mutual Investment Services, LLCBroker
August 2009 - June 2011 · 1 yr 10 mos
Cms Investment Resources, INC.Broker
August 2007 - June 2008 · 10 mos
State Registrations46 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.