John Mcqueen Binney

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

• 04/2014 → Present
  Morgan Stanley Smith Barney Llc
  San Francisco, CA
• 04/2014 → Present
  Morgan Stanley Private Bank, N.A.
  San Francisco, CA

Previous Registrations

• 2012-06-28 → 2014-04-22
  Charles Schwab & Co., Inc.
  San Francisco, CA
• 2009-06-01 → 2012-05-08
  Morgan Stanley
  San Francisco, CA
• 2005-09-12 → 2009-06-01
  Morgan Stanley & Co. Llc
  San Francisco, CA
  San Francisco, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-09-09
• S63 Uniform Securities Agent State Law Examination
  1999-01-25