About this Advisor
Mark Callaway is a financial advisor who works out of Atlanta, Georgia, who has been in the advisory business for 20 years. Callaway is an employee of Morgan Stanley. Over the course of their career, Callaway has held roles at Citigroup Global Markets Inc, Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Callaway holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Georgia and Texas. Morgan Stanley is a company that has its headquarters in Atlanta, Georgia. The firm has offices in 732 locations and a total of 26,500 employees. It oversees $1 trillion in assets under management across its 2,129,899 accounts, making it one of the largest firms in the nation by assets under management. The firm serves 6,380 charitable organizations. Of its 2,129,899 customer accounts, just 1% are associated with high-net-worth investors who have more than $1 million in assets available to invest. The firm provides a diverse array 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. Financial management fee schedules largely vary depending on which services are offered. However, fee types charged by Morgan Stanley can include asset-based, fixed, commission-based and other fees.
Certifications and Registrations
Years of Experience
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Morgan Stanley Brokerage Details
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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
Mark Callaway Work History
Mark has 20 years of experience.
Morgan Stanley Private Bank, National Association
Morgan Stanley Smith Barney
Citigroup Global Markets Inc
Mark Callaway has disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Morgan Stanley
Menlo Park, CA
New York, NY
Walnut Creek, CA
Toms River, NJ
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