Gary Duncan, financial advisor Chico CA
93 score

Gary Duncan

CRD Number: 1208748
Current Firm: Morgan Stanley

Gary Duncan (CRD# 1208748) is an Investment Advisor Representative working at Morgan Stanley in Chico, CA and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Smith Barney Chico, CA Jun 2009 - Current 7
Morgan Stanley & Company Incorporated : Chico, CA Dec 2008 - Jun 2009 < 1
Ubs Financial Services Inc. Chico, CA May 2001 - Dec 2008 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2000
S65 NASAA Investment Advisors Law Examination Jun 2001
Contact Info for Gary C. Duncan
Phone Number: 914-225-5510
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    535,890
    MILLIONS
  • Total Number of Accounts
    1,563,538
    ACCOUNTS
  • Average Account Value
    $342,742
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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