Margery Farr is a registered investment advisor at Morgan Stanley, based in Atlanta, GA, with 26 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
3280 Peachtree Road North East, Suite1600, Atlanta, GA, 30305
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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 Stanley
April 2022 - Present · 4 yrs 1 mo
Morgan StanleyBroker
April 2022 - Present · 4 yrs 1 mo
Previous Registrations
UBS Financial Services INC.
March 2014 - May 2022 · 8 yrs 2 mos
UBS Financial Services INC.Broker
January 2014 - May 2022 · 8 yrs 4 mos
MML Investors Services, INC.
March 2003 - May 2003 · 2 mos
MML Investors Services, INC.Broker
February 2001 - May 2003 · 2 yrs 3 mos
Hochman & Baker Securities, INC.Broker
September 2000 - February 2001 · 5 mos
Marsh & Mclennan Securities CorporationBroker
February 1999 - May 2000 · 1 yr 3 mos
Capital Securities Investment CorporationBroker
June 1997 - December 1998 · 1 yr 6 mos
Marsh & Mclennan Securities CorporationBroker
November 1996 - May 1997 · 6 mos
Peb Financial Group, INC.Broker
September 1995 - October 1996 · 1 yr 1 mo
Capital Securities Investment CorporationBroker
March 1991 - August 1995 · 4 yrs 5 mos
Aetna Life Insurance and Annuity CompanyBroker
October 1986 - October 1989 · 3 yrs
Aetna Financial Services, INC.Broker
October 1986 - September 1989 · 2 yrs 11 mos
State Registrations27 states
ALAZCACOCTDCFLGAILINKYLAMAMIMNMSMTNCNYOKPASCTNTXVAWAWI
AdvisorBrokerBoth
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
No exam information available for this advisor.