BM
BM

Brian Mailey

33 Years of Experience
Blue Bell, PA
Broker

Brian Mailey is a registered investment advisor at Morgan Stanley, based in Blue Bell, PA, 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

1787 Sentry Parkway West, Building 18 Street 440, Blue Bell, PA, 19422

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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

Brian is involved with an estate since September 2020, spending minimal time on it. This activity is investment-related.

Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Morgan Stanley
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
January 2009 - June 2009 · 5 mos
Morgan Stanley & CO. Incorporated
January 2009 - June 2009 · 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 1997 - January 2009 · 12 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 1993 - January 2009 · 16 yrs
Liberty Securities CorporationBroker
April 1992 - November 1992 · 7 mos
Hibbard Brown & CO., INC.Broker
January 1992 - March 1992 · 2 mos
State Registrations17 states
AZCACODCDEFLILKYMAMDNJNYOHORPATXVA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.