MP
MP

Marcal Probst

5 Years of Experience
Indianapolis, IN
Broker

Marcal Probst is a registered investment advisor at Morgan Stanley, based in Indianapolis, IN, with 5 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 East 96th Street, Suite 400, Indianapolis, IN, 46240

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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

Marcal is involved with an estate in Michigan and a trust in Indiana since 2013, dedicating minimal time to each outside of business hours. Both activities are investment-related.

Employment History
Current Registrations
Morgan Stanley
April 2022 - Present · 4 yrs 1 mo
Morgan StanleyBroker
February 2022 - Present · 4 yrs 3 mos
Previous Registrations
Robert W. Baird & CO. IncorporatedBroker
October 2019 - February 2021 · 1 yr 4 mos
J.J.B. Hilliard, W.L. Lyons, LLCBroker
October 2019 - October 2019 · 0 mos
State Registrations45 states
AKALARAZCACOCTDCDEFLGAIAIDILINKSKYLAMAMDMEMIMNMOMTNCNDNENJNMNYOHOKORPARISCSDTNTXUTVAWAWIWV
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.