Matthew
Mccann

Morgan Stanley

CRD#6777584
Investment Advisor
in Dallas, TX
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About this Advisor

Matthew Mccann is an investment advisor based in Dallas, Texas. Currently an advisor with Morgan Stanley, Mccann has 10 years of work experience as a financial advisor. Mccann holds a Series 66 license, which designates them as both a securities agent and an investment advisor representative. Mccann is registered to advise investors based out of California and Texas. During their career, Mccann has held roles at Community Voice, Sonoma State University, El Torito, Michaels Arts & Crafts, El Dorado High School, Kingston University, Morgan Stanley Private Bank, National Association, Sheraton Hotel and Parking Management Company. Morgan Stanley is based out of Dallas, Texas, and operates out of 702 locations throughout the United States. As a registered investment firm, Morgan Stanley manages $735 billion in assets dispersed across 1,724,668 accounts and retains more than 26,000 people. The level of assets currently under the firm's management places it among the largest investment advisory firms in the nation. The firm manages 1,070,823 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. None of the advisory firm's 1,724,668 clients are regarded as high-net-worth individuals, who are defined as investors who have greater than $1 million in investable assets. Morgan Stanley can provide 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. The firm's fees may include asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

10 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

Disclosures

No

Office Location

300 Crescent Court Suite 120
Dallas, TX 75201

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Morgan Stanley Brokerage Details

Total Assets Under Management

$729,249,310,930

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

26,000

TX Average: 88
Total Number of Accounts

1,815,592

TX Average: 3,892
Average Account Size

$401,659

TX Average: $1,917,921

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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
  • Other

Matthew Mccann Work History

Matthew has 10 years of experience.

2017 - Present (2 years)

Morgan Stanley Private Bank, National Association

2017 - Present (2 years)

Morgan Stanley

2016 - 2016 (0 years)

Sheraton Hotel

2016 - 2017 (1 years)

Benziger Family Winery

2015 - 2015 (0 years)

Community Voice

2015 - 2016 (1 years)

Kingston University

2014 - 2014 (0 years)

Sonoma State University

2014 - 2014 (0 years)

El Torito

2013 - 2013 (0 years)

Michaels Arts & Crafts

2012 - 2016 (4 years)

Sonoma State University

2011 - 2014 (3 years)

Parking Management Company

2008 - 2012 (4 years)

El Dorado High School

Disclosures

Matthew Mccann has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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