Mark ClancyCRD Number: 1878326
Current Firm: Morgan Stanley
Mark Clancy (CRD# 1878326) is an Investment Advisor Representative working at Morgan Stanley in Winter Park, FL and has over 29 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Retirement Wealth Advisors, Inc.
|Morgan Stanley Private Bank, National Association||New York, NY||Jan 2015 - Current||3|
|Morgan Stanley||Winter Park, FL||Dec 2009 - Current||8|
|Morgan Stanley Smith Barney||Orlando, FL||Jun 2009 - Dec 2009||< 1|
|Citigroup Global Markets Inc.||Orlando, FL||Aug 1988 - Jun 2009||20|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1989|
Total Assets Under Management598,503MILLIONS
Total Number of Accounts1,610,240ACCOUNTS
Average Account Value$371,685
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- 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
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, WY