Duncan
Mcinnes

Morgan Stanley

CRD#3048271
Investment Advisor
in Montgomery, AL

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About this Advisor

Duncan Mcinnes is a financial advisor based in Montgomery, Alabama who has 13 years of relevant experience. Mcinnes is an advisor for Morgan Stanley. Throughout their career, Mcinnes has worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Mcinnes has Series 63 and Series 66 licenses, designating them as a securities agent, and is able to advise clients in Alabama. Morgan Stanley is a financial advisory company operating out of Purchase, NY. It has offices in 930 locations and a total of 28,000 people on staff. It administers $1 trillion in assets under management across its 2,233,188 customer accounts, making it one of the largest firms in the country by assets under management. The firm serves 30,383 charities and foundations. Of its 2,233,188 client accounts, just 1% belong to high-net-worth investors who have greater than $1 million in assets. Morgan Stanley offers a diverse set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees for financial advice vary depending on the type of services provided. However, fee types billed by Morgan Stanley can be comprised of some blend of asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

13 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees, Commissions, Others

Office Location

7515 Halcyon Summit Drive
Montgomery, AL 36117

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Morgan Stanley Brokerage Details

Total Assets Under Management

$1,185,061,196,999

AL Average: $7,464,549,021
Total Number of Employees

28,000

AL Average: 88
Total Number of Accounts

2,233,188

AL Average: 3,892
Average Account Size

$530,659

AL Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Duncan Mcinnes Work History

Duncan has been registered as a financial advisor for 13 years.*

2015 - Present (9 years)

Morgan Stanley Private Bank, National Association

2010 - Present (14 years)

Morgan Stanley Smith Barney

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Duncan Mcinnes to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

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Beth Prospero
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Russell Huebschle
Oakland, CA
Seth Hart
New York, NY
Charles Doering
Walnut Creek, CA
Janelle Williams
Billings, MT
Calvin Mason
Pueblo, CO
Melissa Moyer
Blue Bell, PA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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