Mary Podwoski is a registered investment advisor at Morgan Stanley, based in Cleveland, OH, with 25 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
200 Public Square, Suite 2600, Cleveland, OH, 44114
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Morgan StanleyBroker
November 2022 - Present · 3 yrs 8 mos
Morgan Stanley
November 2022 - Present · 3 yrs 8 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2009 - November 2022 · 13 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2009 - November 2022 · 13 yrs 4 mos
Citigroup Global Markets INC.
January 2005 - June 2009 · 4 yrs 5 mos
Citigroup Global Markets INC.Broker
January 2005 - June 2009 · 4 yrs 5 mos
UBS Financial Services INC.
April 2003 - January 2005 · 1 yr 9 mos
UBS Financial Services INC.Broker
May 2000 - January 2005 · 4 yrs 8 mos
State Registrations33 states
ARAZCACOCTDCFLGAIAIDILKSKYMAMDMEMIMNMSNCNYOHOKORPASCTNTXUTVAWAWIWV
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.