Adviser and broker representative · Morgan Stanley
Bess A. McKay
CRD 1699540 · San Francisco, CA
At a glance
Bess A. McKay is an investment adviser representative with Morgan Stanley in San Francisco, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Bess’s SEC record dates to 1998, about 27 years ago. Bess is also registered as a broker representative.
Current advisory firm
- Morgan StanleySince June 2009San Francisco, CA · $1.96T in regulatory assets
SEC adviser record
- Registered since
- 1998 (27 years)
- Designations
- None on file
- Exams
- Series 63, Series 66
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Bess’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.