Ian Robert Mccormick

Employer firm

Mma Securities LLC CRD 44254

10,839 advisory clients

Reported services (Item 5G)

• Pension consulting
• Selection of other advisers
• Educational seminars
• ADVISORY SERVICES TO RETIREMENT PLAN PARTICIPANTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2016 → 05/2026
  Morgan Stanley
  Portland, OR
• 06/2016 → 05/2026
  Morgan Stanley Private Bank, N.A.
  Portland, OR
• 08/2026 → Present
  Mma Securities Llc
  Beaverton, OR
• 08/2026 → Present
  Marsh Mclennan Agency
  Beaverton, OR

Previous Registrations

• 2016-10-17 → 2018-05-30
  Morgan Stanley
  Portland, OR
  Bend, OR
  Coos Bay, OR
  Eugene, OR
  Lake Oswego, OR
  Medford, OR
  Salem, OR
  Vancouver, WA
  Bellingham, WA
  Federal Way, WA
  Gig Harbor, WA
  Olympia, WA
  Seattle, WA
  Seattle, WA
  Silverdale, WA
  Tacoma, WA
  Billings, MT
  Bozeman, MT
  Boise, ID
  Anchorage, AK

Other Businesses

1. Rental Property; Investment related Yes; Tigard, OR; Rental; Role/position/job title (proprietor, partner, officer, director, employee, trustee, agent); Oct 2017; During business hours: 2; After business hours: 0;General Admin. 2. Real Estate Investment; Investment related Yes; Bend, OR; Real Estate; Sole Proprietor / Owner / Partner (proprietor, partner, officer, director, employee, trustee, agent); May 2018; During business hours: 3; After business hours:0; None-Property Manager runs it 3. The Registered Representative is an employee of Marsh & McLennan Agency LLC ("MMA"), 1166 Avenue of the Americas, New York, NY 10036), an affiliate of MMA Securities LLC. The Registered Representative conducts non-investment related business activities for MMA (e.g. support for its insurance services). These other business activities are not subject to broker-dealer licensing and registration requirements. All MMA Securities LLC activities remain subject to the Firm's supervisory framework.

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-06-22
• S63 Uniform Securities Agent State Law Examination
  2016-08-12