MG
MG

Myca Greer

14 Years of Experience
Fresno, CA
Broker

Myca Greer is a registered investment advisor at Morgan Stanley, based in Fresno, CA, with 14 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

5250 North Palm Avenue, Suite 321, Fresno, CA, 93704

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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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Employment History
Current Registrations
Morgan Stanley
January 2013 - Present · 13 yrs 4 mos
Morgan StanleyBroker
January 2013 - Present · 13 yrs 4 mos
Previous Registrations
Morgan Stanley
April 2012 - November 2012 · 7 mos
Morgan StanleyBroker
April 2012 - November 2012 · 7 mos
Wells Fargo Advisors, LLC
February 2012 - April 2012 · 2 mos
Wells Fargo Advisors, LLCBroker
July 2011 - April 2012 · 9 mos
State Registrations22 states
ARAZCACOFLIDILKSMSMTNVNYOHOKORSCTXUTVAWAWIWY
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.
Myca Greer - Financial Advisor | TrueAdvisor