Duncan Joseph Mcinnes

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2010 → Present
  Morgan Stanley Smith Barney
  Birmingham, AL
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 2002-08-05 → 2010-11-12
  Ubs Financial Services Inc.
  Atlanta, GA
  Montgomery, AL
  Weehawken, NJ
  Atlanta, GA

Exams

• S66 Uniform Combined State Law Examination
  2002-08-03
• S63 Uniform Securities Agent State Law Examination
  1998-07-08

Other Names

• Jody Mcinnes
• Duncan J Mcinnes
• Duncan Joseph Mcinnes
• Jody Mcinnes
• Duncan J Mcinnes Jr.
• Duncan Joseph Mcinnes Jr.