BM
BM

Brian Mccann

8 Years of Experience
Spokane, WA
Broker

Brian Mccann is a registered investment advisor at Morgan Stanley, based in Spokane, WA, with 8 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

717 West Sprague Avenue, Suite 500, Spokane, WA, 99201

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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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Other Business Activities

Brian is a self-employed musician performing at various events and an adjunct instructor in the music department at Gonzaga University. He also serves as a board member and Vice President for the Spokane Jazz Society, dedicating a few hours per week to this role.

Employment History
Current Registrations
Morgan Stanley
December 2017 - Present · 8 yrs 7 mos
Morgan StanleyBroker
November 2017 - Present · 8 yrs 8 mos
State Registrations45 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.
Brian Mccann - Financial Advisor | TrueAdvisor