MM
CFP
MM
CFP
Mark Mcbee
14 Years of Experience
Fort Lauderdale, FL
1 DisclosureBroker
Mark Mcbee is a CFP-designated registered investment advisor at Morgan Stanley, based in Fort Lauderdale, FL, 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
350 East Las Olas Boulevard, Suite 1500, Fort Lauderdale, FL, 33301
Get directionsHistory
Regulatory History (1)
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Customer Dispute
March 2020Denied
Other Business Activities
Mark is involved in multiple rental real estate properties and LLCs, acting as a sole proprietor, owner, partner, or board member. These activities require minimal time outside of business hours and are investment-related.
Employment History
Current Registrations
Morgan StanleyBroker
June 2017 - Present · 9 yrs 1 mo
Morgan Stanley
June 2017 - Present · 9 yrs 1 mo
Previous Registrations
J.P. Morgan Securities LLC
September 2013 - July 2017 · 3 yrs 10 mos
J.P. Morgan Securities LLCBroker
August 2013 - July 2017 · 3 yrs 11 mos
PNC Investments
May 2011 - August 2013 · 2 yrs 3 mos
PNC InvestmentsBroker
May 2011 - August 2013 · 2 yrs 3 mos
Cbg Financial Group, INC.Broker
February 2011 - April 2011 · 2 mos
State Registrations26 states
AKARCACODEFLGAILINMAMIMNMOMSMTNCNJNYOHORPRTNTXVAWAWI
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.