MP
MP

Mary Pan

17 Years of Experience
New York, NY
Broker

Mary Pan is a registered investment advisor at Morgan Stanley, based in New York, NY, with 17 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

399 Park Avenue, 12th Floor, New York, NY, 10022

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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 a trustee/co-trustee for a trust since 2012 and a board member on the finance committee for the Charles B Wang Community Health Center since 2010. She dedicates minimal time to each of these activities.

Employment History
Current Registrations
Morgan Stanley
November 2022 - Present · 3 yrs 8 mos
Morgan StanleyBroker
November 2022 - Present · 3 yrs 8 mos
Previous Registrations
Citi Private Advisory, LLCBroker
June 2017 - November 2022 · 5 yrs 5 mos
Citigroup Global Markets INC.
July 2010 - November 2022 · 12 yrs 4 mos
Citigroup Global Markets INC.Broker
July 2010 - November 2022 · 12 yrs 4 mos
Hsbc Securities (USA) INC.
August 2009 - May 2010 · 9 mos
Hsbc Securities (USA) INC.Broker
December 2008 - May 2010 · 1 yr 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 1988 - February 1989 · 7 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.