Mari Bryan is a registered investment advisor at Morgan Stanley, based in Atlanta, GA, with 32 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
3280 Peachtree Road Northeast, Suite 1900, Atlanta, GA, 30305
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Regulatory History (3)
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Customer Dispute
July 2002Denied
Customer Dispute
February 2002Denied
Customer Dispute
May 2001Denied
Employment History
Current Registrations
Morgan Stanley
March 2019 - Present · 7 yrs 2 mos
Morgan StanleyBroker
March 2019 - Present · 7 yrs 2 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
March 2009 - March 2019 · 10 yrs
Wells Fargo Clearing Services, LLCBroker
February 2009 - March 2019 · 10 yrs 1 mo
Citigroup Global Markets INC.
January 2004 - February 2009 · 5 yrs 1 mo
Citigroup Global Markets INC.Broker
January 2002 - February 2009 · 7 yrs 1 mo
The Robinson-Humphrey Company, LLCBroker
April 1999 - January 2002 · 2 yrs 9 mos
A. G. Edwards & Sons, INC.Broker
October 1993 - April 1999 · 5 yrs 6 mos
State Registrations23 states
ALCACODCDEFLGAINKYMDMIMSNCNHNYOHOKORSCTNTXVAWI
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.