Andrew Macquarrie is a registered investment advisor at Morgan Stanley, based in Salinas, 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
Loading...
Location
1418 South Main Street, Suite 200, Salinas, CA, 93908
Get directionsHistory
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.
Learn about disclosures →Employment History
Current Registrations
Morgan StanleyBroker
January 2019 - Present · 7 yrs 4 mos
Morgan Stanley
January 2019 - Present · 7 yrs 4 mos
Previous Registrations
Fidelity Brokerage Services LLCBroker
July 2018 - January 2019 · 6 mos
Morgan Stanley
June 2017 - June 2018 · 1 yr
Morgan StanleyBroker
December 2016 - June 2018 · 1 yr 6 mos
State Registrations34 states
ALAZCACOCTFLGAHIIDILINKSKYMAMEMIMTNCNENJNMNVNYOKORPASCTNTXUTVAWAWVWY
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.