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Conor Mccallin

16 Years of Experience
Denver, CO
Broker

Conor Mccallin is a registered investment advisor at Morgan Stanley, based in Denver, CO, 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

1550 Market Street, Suite 600, Denver, CO, 80202

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History

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.

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Other Business Activities

Conor serves on the Investment Committee for Regis Jesuit High School, providing investment decisions and advice. This activity requires minimal time and is not investment-related.

Employment History
Current Registrations
Morgan Stanley
August 2015 - Present · 10 yrs 9 mos
Morgan StanleyBroker
June 2015 - Present · 10 yrs 11 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
September 2009 - July 2015 · 5 yrs 10 mos
State Registrations47 states
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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.
Conor Mccallin - Financial Advisor | TrueAdvisor