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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian McNew is an investment advisor representative associated with Morgan Stanley. Brian is a registered investment advisor in District of Columbia, Florida, Maryland and Texas. Brian has 23 years of experience in the securities industry. The advisor's qualifications and experience are as follows: Series 63, Series 65, Series 7 and SIE. The advisor is registered with the following Financial Industry Regulatory Authority (FINRA) member firms: Morgan Stanley. Brian has had previous professional experience with MORGAN STANLEY & CO. INCORPORATED, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, FSC SECURITIES CORPORATION, MORGAN STANLEY SMITH BARNEY LLC and MORGAN STANLEY PRIVATE BANK, N.A..
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation advice
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
DC
06/01/2009 - Present
Morgan Stanley (Washington DC)
DC
08/22/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (WASHINGTON DC)
FL
08/08/2003 - 08/26/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JUPITER FL)
GA
09/29/2000 - 05/28/2003
FSC SECURITIES CORPORATION (ATLANTA GA)
BC
Issued 03/04/2004
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/17/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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