MP
MP

Mary Perrone

33 Years of Experience
Shrewsbury, NJ
Broker

Mary Perrone 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 works for Wired Delivery - Amazon in retail/online stores and as an Independent Travel Advisor/Agent for Dream Vacations. These activities take about a quarter of Mary's time outside of business hours.

Employment History
Current Registrations
Morgan Stanley
September 2009 - Present · 16 yrs 10 mos
Morgan StanleyBroker
July 2009 - Present · 17 yrs
Previous Registrations
Citigroup Global Markets INC.Broker
August 2005 - July 2009 · 3 yrs 11 mos
Deutsche Bank Securities INC.Broker
August 1991 - December 2004 · 13 yrs 4 mos
State Registrations35 states
AZCACOCTDCDEFLGAIDILLAMAMDMEMIMNMTNCNHNJNMNVNYOHOKPARISCSDTNTXUTVAWAWI
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.
Mary Perrone - Financial Advisor | TrueAdvisor