RM
RM

Richard Mcnamara

13 Years of Experience
Menlo Park, CA
Broker

Richard Mcnamara is a registered investment advisor at Morgan Stanley, based in Menlo Park, CA, with 13 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

2775 Sand Hill Road, Suite 120, Menlo Park, CA, 94025

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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

Richard is on the Audit Committee for The Olympic Club, a recreational organization, since March 2022. This requires minimal time outside of business hours.

Employment History
Current Registrations
Morgan Stanley
May 2013 - Present · 13 yrs
Morgan StanleyBroker
February 2013 - Present · 13 yrs 3 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.