Kevin Joseph Mccann

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

• 06/2009 → Present
  Morgan Stanley Smith Barney
  Manchester, NH
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 1998-03-23 → 2009-06-01
  Citigroup Global Markets Inc.
  Manchester, NH
  Manchester, NH

Other Businesses

Piscataqua Landing Condo Association; Investment related - No; New Hampshire; Rental; President (proprietor, partner, officer, director, employee, trustee, agent); 07/2017; During business hours: 0; After business hours: 1 *489943 - Trust; Investment related - Yes; Greenland, New Hampshire; 04/2022; During business hours: 0; After business hours: 10

Exams

• S66 Uniform Combined State Law Examination
  2021-12-08
• S63 Uniform Securities Agent State Law Examination
  1981-01-06

Other Names

• Kevin James Mccann
• Kevin J Mccann