Conor Sullivan Mccallin

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

• 06/2015 → Present
  Morgan Stanley
  Denver, CO
• 07/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Other Businesses

*627104 -Regis Jesuit High School; Investment related: No; aurora, Colorado; Education; Investment Committee (proprietor, partner, officer, director, employee, trustee, agent); 02/2025; During business hours: 0; After business hours: 1; Investment Decisions/Advice

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-08-10
• S63 Uniform Securities Agent State Law Examination
  2010-01-21

Other Names

• Conor Mccallin
• Conor Sullivan Mccallin