Mary Wright is a registered investment advisor at Morgan Stanley, based in Boulder, CO, with 43 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B
Fee Structure
Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location
1800 Broadway, Suite 120, Boulder, CO, 80302
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Regulatory History (3)
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Customer Dispute
September 2025Pending
Customer Dispute
December 2011Settled
Employment 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
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
May 1999 - April 2007 · 7 yrs 11 mos
Morgan Stanley Dw INC.Broker
October 1998 - April 2007 · 8 yrs 6 mos
Prudential Securities IncorporatedBroker
May 1984 - August 1998 · 14 yrs 3 mos
Boettcher & Company, INC.Broker
May 1982 - June 1984 · 2 yrs 1 mo
State Registrations42 states
AKALARAZCACOCTDCFLGAHIIAIDILINLAMAMDMIMNMOMTNCNJNMNVNYOHOKORPARISCSDTNTXUTVAVirgin IslandsWAWIWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.