Todd Christian Mckee

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

• 04/1999 → 06/2023
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Century City, CA
• 09/2009 → 06/2023
  Bank Of America, N.A.
  Century City, CA
• 06/2023 → Present
  Morgan Stanley Smith Barney Llc
  Beverly Hills, CA
• 07/2023 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 1999-11-29 → 2023-06-26
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Century City, CA
  Los Angeles, CA

Other Businesses

*562930 - Acting; Investment related: No; Pacific Palisades, California; Acting; Actor (proprietor, partner, officer, director, employee, trustee, agent); 06/2023; During business hours: 0; After business hours: 0; Residuals *562902 - Rental Property; Investment related: Yes; Westlake Village, California; Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent); 06/2023; During business hours: 0; After business hours: 1; Property Management

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-10-21
• S63 Uniform Securities Agent State Law Examination
  1999-07-28

Other Names

• Todd C Mckee