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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
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
Matthew Mccann Work History
Matthew has 10 years of experience.
Morgan Stanley Private Bank, National Association
Benziger Family Winery
Sonoma State University
Michaels Arts & Crafts
Sonoma State University
Parking Management Company
El Dorado High School
Matthew Mccann has no disclosures.
Please visit their SEC profile for more details.