ME
ME

Mary Emson

34 Years of Experience
Avon-by-the-Sea, NJ
Broker

Mary Emson is a registered investment advisor at Morgan Stanley, based in Avon-by-the-Sea, NJ, with 34 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

Avon-by-the-Sea, NJ

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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 owner of Kipling LLC and part owner of One-O-One LLC, both created for estate and investment planning purposes. She also serves on the Advisory Board/Leadership Council for Next Chapter and as a Trustee/Co-Trustee for two trusts, dedicating minimal time to these roles.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
May 2002 - June 2009 · 7 yrs 1 mo
Citigroup Global Markets INC.Broker
September 1996 - June 2009 · 12 yrs 9 mos
Smith Barney INC.Broker
August 1996 - September 1996 · 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 1992 - September 1996 · 4 yrs 7 mos
State Registrations32 states
ALAZCACOCTDCDEFLGAIDILINLAMAMDMEMINCNENHNJNYOHORPARISCTXVAVTWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.