Glen D Macdonald

CRD 5275480 · Morgan Stanley · New York, NY

IA RegisteredBroker

Also appears in the source record as: Glen David Macdonald; Glen Macdonald

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (4): Series 66Series 63SIESeries 7
Registered states (47): Alabama · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District Of Columbia · Florida · Georgia · Idaho · Illinois · Indiana · Iowa · Kansas · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · Ohio · Oklahoma · Oregon · Pennsylvania · Puerto Rico · Rhode Island · South Carolina · Tennessee · Texas · Utah · Vermont · Virginia · Washington · West Virginia · Wisconsin · Wyoming
Years in the industry (source record): 19
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Morgan Stanley
Firm CRD: 149777
SEC number: 801-70103
Assets under management: $2.0T as of Jun 30, 2026
Website: www.morganstanley.com ↗
Phone: 914-225-5510
Firm location: Purchase, NY, 10577-2530

Employment history (11)

From the source registration record · current first

Morgan StanleyCurrent
New York, NY · IA capacity

Mar 8, 2021 → present
Wealthspire Advisors
IA capacity

Sep 19, 2018 → Mar 17, 2020
Wealthspire Capital, LLC
BD capacity

Sep 18, 2018 → Mar 17, 2020
Merrill Lynch, Pierce, Fenner & Smith Incorporated
BD capacity

Nov 20, 2014 → Sep 18, 2018
Merrill Lynch, Pierce, Fenner & Smith Incorporated
IA capacity

Nov 20, 2014 → Sep 18, 2018
Hillview Capital Advisors, LLC
IA capacity

Jul 2, 2013 → Oct 27, 2014
Merrill Lynch, Pierce, Fenner & Smith Incorporated
BD capacity

Sep 13, 2011 → Apr 16, 2013
Merrill Lynch, Pierce, Fenner & Smith Incorporated
IA capacity

Sep 13, 2011 → Apr 16, 2013
Northwestern Mutual Investment Services,llc
IA capacity

Nov 23, 2010 → Jun 15, 2011
Northwestern Mutual Investment Services, LLC
BD capacity

Aug 13, 2009 → Jun 15, 2011
Cms Investment Resources, Inc.
BD capacity

Aug 7, 2007 → Jun 30, 2008

Source & corrections

Where this page comes from

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