ME
ME

Mary Elliott

33 Years of Experience
Shrewsbury, NJ
Broker

Mary Elliott is a registered investment advisor at Morgan Stanley, based in Shrewsbury, NJ, with 33 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

1030 Broad Street 3rd Floor, Shrewsbury, NJ, 07702

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Mary is the President of MTD Capital, a factoring broker, since 2006. Her duties include ensuring legal documents are in place and up to date.

Employment History
Current Registrations
Morgan Stanley
November 2011 - Present · 14 yrs 6 mos
Morgan StanleyBroker
November 2011 - Present · 14 yrs 6 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2008 - November 2011 · 3 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2008 - November 2011 · 3 yrs 3 mos
Tfs Securities, INC.Broker
April 2006 - September 2008 · 2 yrs 5 mos
Morgan Stanley & CO., IncorporatedBroker
June 1991 - April 2005 · 13 yrs 10 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.