Mary Mceachern is a CFP-designated registered investment advisor at Morgan Stanley, based in Sarasota, FL, with 38 years of industry experience. Mary is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
2 North Tamiami Trail, Suite 1100, Sarasota, FL, 34236
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Regulatory History (4)
Customer Dispute
April 2005Customer Dispute
August 2004Customer Dispute
November 2002Customer Dispute
March 2001Other Business Activities
Mary is a sole proprietor/owner of Duncan & Daly LLC, a real estate business in Charleston, South Carolina, since January 2022. She dedicates minimal time to this activity after business hours.
Employment History
Current Registrations
Morgan StanleyBroker
Morgan Stanley
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Painewebber IncorporatedBroker
State Registrations37 states
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
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