Mary Wright is a registered investment advisor at Morgan Stanley, based in Boulder, CO, with 44 years of industry experience. Mary is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
1800 Broadway, Suite 120, Boulder, CO, 80302
Get directionsHistory
Regulatory History (3)
Customer Dispute
September 2025Customer Dispute
December 2011Employment Separation After Allegations
July 1998Other Business Activities
Mary participates in the Leeds School of Business Professional Mentorship Program as a mentor. This activity, which is not investment-related, requires minimal time each month.
Employment History
Current Registrations
Morgan StanleyBroker
Morgan Stanley
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley
Morgan Stanley Dw INC.Broker
Prudential Securities IncorporatedBroker
Boettcher & Company, INC.Broker
State Registrations42 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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