Todd Stafford Mcclure

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

• 12/2013 → 04/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Wilson, NC
• 02/2014 → 04/2022
  Bank Of America, N.A.
  Wilson, NC
• 04/2022 → Present
  Morgan Stanley
  Raleigh, NC
• 11/2017 → 08/2019
  Merrill Lynch
  Tulsa, OK
• 08/2019 → 02/2022
  Merrill Lynch
  Houston, TX
• 09/2015 → 11/2017
  Merrill Lynch
  Durham, NC

Previous Registrations

• 2013-12-13 → 2022-04-26
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Wayne, PA
  Wilson, NC
  Wilson, NC
  Wayne, PA
  Chapel Hill, NC
  Tulsa, OK
  Houston, TX
• 2010-08-06 → 2013-12-26
  Ameriprise Financial Services, Llc
  Conshohocken, PA
• 2003-01-14 → 2010-08-10
  Wells Fargo Clearing Services, Llc
  Norristown, PA
  Phoenixville, PA
  Phoenixville, PA
  Norristown, PA
  Norristown, PA
  Radnor, PA
• 2002-04-02 → 2003-01-02
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Raleigh, NC

Exams

• S66 Uniform Combined State Law Examination
  2000-06-01

Other Names

• Todd S Mc Clure
• Todd Stafford Mc Clure