Seth Patrick Mcnally

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

• 01/2015 → 02/2019
  Lpl Financial, Llc
  Kittery, ME
• 02/2019 → Present
  Morgan Stanley
  Manchester, NH
• 03/2019 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY

Previous Registrations

• 2015-01-20 → 2019-03-07
  Lpl Financial Llc
  Durham, NH
  New Market, NH
  Portsmouth, NH
  Dover, NH
  Hampton, NH
  Berwick, ME
  North Berwick, ME
  Sanford, ME
  Springvale, ME
  Kittery, ME
• 2010-07-15 → 2015-01-20
  Wells Fargo Clearing Services, Llc
  Portsmouth, NH
• 2008-04-07 → 2009-06-26
  Cetera Investment Services Llc
  Manchester, NH
• 2006-01-18 → 2008-03-20
  Banc Of America Investment Services, Inc.
  Portsmouth, NH
  Manchester, NH
  Dover, NH
  Portsmouth, NH
  Portsmouth, NH

Other Businesses

Hampton Harbor Bridge Public Advisory Committee; Investment related - No; Government / Municipality / Political; Public Advisory Committee Member (proprietor, partner, officer, director, employee, trustee, agent); 08/2018; During business hours: 0; After business hours: 1 *365067 - New Hampshire Seacoast Greenway Alliance; Investment related: No; Exeter, New Hampshire; Non-Profit; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 02/2019; During business hours: 0; After business hours: 4; *430798 - Ocean Blvd Public Advisory Committee; Investment related: No; Concord, New Hampshire; Government; Public Advisory Committee Volunteer (proprietor, partner, officer, director, employee, trustee, agent); 10/2020; During business hours: 0; After business hours: 1; Other

Exams

• S66 Uniform Combined State Law Examination
  2006-01-17

Other Names

• Seth Mcnally