John Cary is a registered investment advisor at Morgan Stanley, based in Tulsa, OK, with 46 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
2200 South Utica Place, Suite 500, Tulsa, OK, 74114
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Regulatory History (1)
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Customer Dispute
July 2022Denied
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 17 yrs 1 mo
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Citigroup Global Markets INC.
July 1990 - June 2009 · 18 yrs 11 mos
Citigroup Global Markets INC.Broker
May 1990 - June 2009 · 19 yrs 1 mo
Painewebber IncorporatedBroker
June 1987 - May 1990 · 2 yrs 11 mos
Rotan Mosle INC.Broker
January 1983 - July 1987 · 4 yrs 6 mos
E. F. Hutton & Company INCBroker
October 1979 - January 1983 · 3 yrs 3 mos
State Registrations32 states
ARAZCACOFLGAIAIDILINKSLAMAMDMIMNMOMTNCNENJNMNYOHOKORSCTNTXWAWIWV
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.