Mackenzie
Hancock

Morgan Stanley

CRD#7420684
Investment Advisor
in Lexington, KY

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About this Advisor

Mackenzie Hancock is a financial advisor working out of Lexington, Kentucky who has 1 year of relevant experience. Hancock currently works for Morgan Stanley. During their career, Hancock has held roles at Morgan Stanley Smith Barney LLC, Panera Bread, Lowe'S Home Improvement and University Of Kentucky. Hancock holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to work in Kentucky and Texas. Morgan Stanley is a financial advisory firm that has its headquarters in Purchase, NY. It has offices in 930 locations and a total of 28,000 employees. It manages $1 trillion in assets across its 2,233,188 client accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm serves 30,383 charitable organizations. Of its 2,233,188 accounts, just 1% are associated with high-net-worth clients who have at least $1 million in assets. Morgan Stanley performs a diverse set of services, such as 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 fees typically are based on which services the firm provides the client. Fees billed by Morgan Stanley most likely include asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

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

444 East Main Street Suite 111
Lexington, KY 40507

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Morgan Stanley Brokerage Details

Total Assets Under Management

$1,185,061,196,999

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

28,000

KY Average: 88
Total Number of Accounts

2,233,188

KY Average: 3,892
Average Account Size

$530,659

KY 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

Mackenzie Hancock Work History

Mackenzie has been registered as a financial advisor for 1 years.*

2021 - Present (3 years)

Morgan Stanley Smith Barney LLC

2020 - 2021 (1 year)

University Of Kentucky

2018 - 2020 (2 years)

Lowe'S Home Improvement

2013 - 2020 (7 years)

Panera Bread

*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 Mackenzie Hancock 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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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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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