MS
MS
Mackenzie Sullivan
9 Years of Experience
Newport Beach, CA
2 DisclosuresBroker
Mackenzie Sullivan is a registered investment advisor at Morgan Stanley, based in Newport Beach, CA, with 9 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
800 Newport Center Drive, Suite 500, Newport Beach, CA, 92660
Get directionsHistory
Regulatory History (2)
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Judgment / Lien
January 2025Judgment / Lien
March 2024Employment History
Current Registrations
Morgan Stanley
January 2019 - Present · 7 yrs 4 mos
Morgan StanleyBroker
October 2018 - Present · 7 yrs 7 mos
Previous Registrations
RBC Capital Markets, LLCBroker
February 2017 - September 2018 · 1 yr 7 mos
State Registrations22 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.