Mary Nee is a registered investment advisor at Morgan Stanley, based in Beverly Hills, CA, with 20 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
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Fee Structure
Location
9665 Wilshire Boulevard, Suite 600, Beverly Hills, CA, 90212
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Mary is a member of a leadership development organization, dedicating about 10-20% of her time to reading, attending meetings, and introducing others to information. She also participates in LIFE US, spending minimal time per month, and is a board member of the National Association of Estate Planning Councils.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations53 states
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